Top Rank Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Top Rank Wealth Management LLC provides discretionary asset management and both one-time and ongoing financial planning services for individuals and high-net-worth individuals, with no stated account minimum. The firm was formed in 2026 and, at the time of the brochure, reported no assets under management or client accounts.
Investment programs are built from documented client goals, time horizons and risk tolerances and may include long- and short-term strategies; the firm uses technical, charting and quantitative analysis and typically exercises discretionary trading authority under its advisory agreement. Financial planning follows a multi-step process with initial meetings, written recommendations, and quarterly or more frequent reviews and check-ins for ongoing planning clients.
Top Rank’s business combines advisory services with multiple affiliated insurance-selling entities and one owner who devotes a substantial portion of time to insurance activities, and a principal who is a licensed attorney offering legal planning through separate entities. These outside business activities and the receipt of insurance commissions are disclosed in the brochure and identified as potential conflicts of interest, with the firm describing disclosure, procedural controls and its fiduciary duty as mitigation.
Client services
Expertise
Fee options
Financial planning fixed fees between $1,000 and $4,000, not exceeding $500 per hour.
$0 - $499,999: 1.5% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $1,999,999: 1.0% annually $2,000,000 - $2,999,999: 0.8% annually $3,000,000 - $3,999,999: 0.7% annually $4,000,000+: 0.6% annually
Advisors receive commissions on insurance products sold separately; however, Top Rank's investment advisory fees are not commission based.
On-going financial planning charged as fixed annual fee ($1,200 to $4,000), paid quarterly in arrears.
Fee-only: Fixed fees for financial planning ranging from $1,000 to $4,000; fixed annual fee for on-going financial planning from $1,200 to $4,000, paid quarterly in arrears.
Main office
3733 National Dr., Suite 123
Raleigh NC 27612
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · Maryland · Michigan · North Carolina · Ohio · Virginia
Also doing business as
Top Rank Wealth Management LLC · Top Rank Wealth Management, LLC
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.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Alexander H
Series 66
Raleigh, NC
Top Rank Wealth Management, LLC
Alexander Hearley is a financial advisor with Top Rank Wealth Management, LLC in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RedHawk Wealth Advisors, CETERA Advisor Networks, and Valic Financial Advisors. He is also an insurance agent licensed to sell life, health, disability, annuities, and long-term care insurance. Top Rank Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm builds investment programs based on client goals and risk tolerances, employing technical, charting, and quantitative analysis with a focus on discretionary trading authority.
Michael F
Series 65
Raleigh, NC
Top Rank Wealth Management, LLC
Michael Fenchak is a Series 65 licensed financial advisor at Top Rank Wealth Management, LLC in Raleigh, NC, with one year of industry experience. His prior work includes roles at RedHawk Wealth Advisors, Inc., Evergreen Wealth Advisors, Bank of NY Mellon, and Willis Towers Watson. Outside the financial sector, he has experience with Clean Juice. Top Rank Wealth Management specializes in discretionary asset management and financial planning for individuals and high-net-worth clients, using technical, charting, and quantitative analysis tailored to client goals and risk tolerances. The firm also integrates advisory services with affiliated insurance and legal planning entities.
Aaron M
Series 65
Raleigh, NC
Top Rank Wealth Management, LLC
Aaron Maassel is a financial advisor at Top Rank Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at CoreCap Advisors, LLC and Voyageur Financial. In addition to advising, he practices law and provides estate planning services as an attorney. Top Rank Wealth Management offers discretionary asset management and financial planning services tailored to individuals and high-net-worth clients, using technical, charting, and quantitative analysis. The firm integrates advisory services with affiliated insurance and legal planning activities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)