Tarheel Advisors, LLC

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Client assets under management

$122,835,148

Clients

138

41% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$890,110

About

Tarheel Advisors, LLC provides discretionary wealth management and full-service financial planning to individuals, families, trusts, retirement plans, non-profits and corporations. The firm also offers retirement plan consulting, participant enrollment meetings, business advisory services, and publishes a retirement-planning book and educational course used in client education.

The firm builds customized portfolios based on client goals and risk tolerance, using macro, micro and fundamental analysis and emphasizing diversification across stocks, bonds, ETFs, mutual funds and cash instruments. Tarheel typically operates with discretionary authority, uses Charles Schwab Institutional custody and Orion reporting, and sends quarterly executive summaries with annual financial plan updates.

Tarheel’s practice is notable for combining individual wealth management with institutional retirement-plan work and business consulting, including ongoing plan reviews and administrative assistance that go beyond typical retail-focused services. Its publishing and educational offerings, together with a client mix concentrated among engineers and business owners who hold a substantial share of assets, create a blend of advisory, institutional and educational capabilities that is less common among peers.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies

Occupation focus

Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics

Fee options

Percentage

$0 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.65% $2,500,000 - $5,000,000: 0.55% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.35%

Project-based

$300/hour for financial review and full financial plan; no additional fee for Wealth Management clients

Other

Account minimum: $250,000

Main office location

Tarheel Advisors, LLC

600 Market St, Ste G2

Chapel Hill NC 27516, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 984-271-1993

Advisors at this firm

Ryan G

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics

Walter H

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

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