A complete list of active advisors currently associated with Old North State Wealth Management, LLC

Warmer can help you find a great advisor at Old North State Wealth Management, LLC or one who fits your needs even better.

Old North State Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations and other business entities, charging customary percentage‑of‑AUM advisory fees. The firm also offers standalone and hourly financial planning and may recommend or place clients with third‑party advisers and wrapped or non‑wrapped programs. The firm builds customized asset allocations using equity securities, ETFs, mutual funds and fixed income and may employ both long‑ and short‑term strategies, including covered options and other derivatives in separately managed accounts; portfolios are monitored daily with formal reviews at least quarterly. Old North also discloses use of borrowing strategies—such as margin and securities‑backed lines of credit—and describes how those facilities are coordinated with clients and custodians. Several aspects of Old North are atypical for a team firm: it is affiliated with an accounting practice (Knott, Richartz & Co. CPAs, PLLC) and its advisers are dually registered with a broker‑dealer and licensed to sell insurance, so commission‑based sales and insurance commissions may be earned in addition to advisory fees. The brochure discloses these potential conflicts and the firm’s monitoring practices, and it explicitly addresses fee treatment of cash and margin, its assistance in arranging SBLOCs (without charging a placement fee), and the use of a broader set of complex products than many peers.

To learn more about the advisors currently working at Old North State Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.