Tarheel Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,835,148
Clients
138
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
$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%
$300/hour for financial review and full financial plan; no additional fee for Wealth Management clients
Account minimum: $250,000
Main office
600 Market St, Ste G2
Chapel Hill NC 27516
Advisors at this office
2
Most active in
North Carolina
Disclosures
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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.
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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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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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.
Quick links
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.
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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