Sycamore Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sycamore Financial Planning is a fee‑only advisory firm that provides comprehensive financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm serves a small client roster while managing roughly $104 million in client assets and offers distinct service tracks for standalone planning, combined planning-and-management, and employer-sponsored business programs.
Advisory engagements begin with a written financial plan and may include implementation and ongoing management under discretionary or non-discretionary arrangements, with clients able to impose investment restrictions. The firm predominantly constructs portfolios from low‑cost indexed mutual funds and generally bills by hourly or fixed annual fees rather than by a percentage‑of‑assets model, an approach that differs from most peers.
Distinctive elements include a relatively small number of clients with comparatively high assets per household, the firm’s inclusion of educational seminars and workshops as part of its planning services, and staff credentials and practice emphasis on divorce‑related financial planning. Sycamore operates as a fee‑only adviser, may require specific custodial arrangements for managed portfolios, and discloses referrals to other advisers when implementation requires outside specialists.
Client services
Expertise
Fee options
Hourly fees: $320 per hour for engagements led by Joshua Holland and Ethan Earles; $380 per hour for engagements led by Charles Clifton, billed in six-minute increments.
Minimum fee: Minimum annual fixed fee of generally $3,950 for Financial Planning Plus & Business services, may be discounted at principal's discretion. Fee-only: Hourly fees of $320/hour (Joshua Holland, Ethan Earles) and $380/hour (Charles Clifton) for Financial Planning services; annual fixed fees for Financial Planning Plus & Business services.
Main office
1005 Slater Road, Suite 320
Durham NC 27703
Advisors at this office
3
Most active in
Louisiana · Massachusetts · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Ethan E
CFP®, Series 66
Durham, NC
Sycamore Financial Planning, LLC
Ethan Earles is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2021 and previously at Commonwealth Financial Network and Tucker Bria Wealth Strategies. Sycamore Financial Planning is a fee-only firm serving individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning and portfolio management. The firm manages approximately $104 million in assets, offering customized service tracks and emphasizing low-cost indexed mutual funds, educational seminars, and divorce-related financial planning.
Charles C
CFP®, Series 65
Durham, NC
Sycamore Financial Planning, LLC
Charles Clifton is a CFP® with 14 years of experience in financial advising, currently serving at Sycamore Financial Planning, LLC since 2011. He holds the Series 65 designation and is based in Durham, NC. Outside of his advisory role, Mr. Clifton serves as President of the boards for both the GPN Alliance, Inc., which promotes education in financial advising, and the Triangle Collaborative Divorce Professionals, Inc., an organization focused on collaborative practice education. Sycamore Financial Planning, LLC provides fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers multiple service tracks, including standalone planning and investment management, and is noted for its educational seminars and workshops, use of indexed mutual funds, and a billing structure based on hourly and fixed fees rather than assets under management.
Joshua H
CFP®, Series 66, Series 63
Durham, NC
Sycamore Financial Planning, LLC
Joshua Holland is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2015, where he is one of three advisors. Sycamore Financial Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers comprehensive financial planning and portfolio management, focusing on low-cost indexed mutual funds and distinct service tracks including standalone planning, combined management, and employer-sponsored programs.
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