Provision Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Provision Wealth Management is a team-based registered investment adviser with four advisors managing roughly $97.6 million for about 240 primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services along with financial planning and consulting, and typically requires a $500,000 household balance under advisement while allowing exceptions on a case-by-case basis.
The firm’s advice is tailored to client objectives and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long- and short-term trading strategies; accounts are reviewed at least quarterly and reviews may be triggered by material events or client changes. Provision generally recommends custody with Schwab Institutional and assists clients in selecting managed account programs, performing due diligence, suitability checks, and ongoing monitoring.
Notable distinctions include that the firm’s owners are licensed insurance agents and may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also explicitly notes the use of third‑party service providers that employ artificial intelligence and machine‑learning tools and says it performs periodic due diligence on those providers; it further discloses limited custody arrangements for fee deduction and the use of standing letters of authorization.
Client services
Expertise
Fee options
Fixed fees generally quoted for longer-term consulting projects ranging from $1,000 to $30,000 per project; may include fixed annual fees payable monthly or quarterly.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.55% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $25,000,000: 0.30% $25,000,001+: Negotiable
$280 - $400 per hour
Account minimum: $500,000 Fee-only: Hourly fees range from $280 - $400 per hour; Fixed fees range from $1,000 to $30,000 per project; Fixed annual fees may be payable monthly or quarterly.
Main office
8601 Six Forks Road, Suite 400
Raleigh NC 27615
Advisors at this office
4
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Caleb W
CFP®, ChFC®, Series 63, Series 65
Raleigh, NC
Provision Wealth Management, Inc
Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.
Jared B
CFP®, ChFC®, Series 66
Raleigh, NC
Provision Wealth Management, Inc
Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.
William D
CFP®, ChFC®, Series 63, Series 66
Raleigh, NC
Provision Wealth Management, Inc
William Dowdy is a CFP® and ChFC® with 27 years of experience in financial services. He has worked at Northwestern Mutual in various capacities from 1999 to 2017 before joining Provision Wealth Management, Inc. in 2017. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services alongside financial planning and consulting, tailoring advice to client objectives and risk tolerance through a range of investment strategies.
Bryan W
CFP®, Series 63
Raleigh, NC
Provision Wealth Management, Inc
Bryan Wylie is a CFP® with 11 years of industry experience, currently serving at Provision Wealth Management, Inc. He has previously worked at Northwestern Mutual and Triangle Wealth Advisors. Bryan is also licensed as an insurance agent and engages in the sale of various insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning work and maintains a small supported team of three advisors.
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