Wholestory Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wholestory Wealth LLC is a fee-only advisory firm that offers wealth management (continuous investment management) and project‑based financial planning. The firm’s ADV lists individuals and high‑net‑worth individuals as target clients, but the brochure reports $0 in assets under management and no clients as of the filing date.
The firm’s investment approach combines fundamental, technical, cyclical and charting analysis within a Modern Portfolio Theory framework and may use both passive and active vehicles; it can incorporate ESG screens and notes potential exposure to cryptocurrency in certain client situations. Accounts are generally managed on a discretionary basis, the firm requires use of its recommended institutional custodian and describes the use of standing letters of authorization / SLOA arrangements for transfers.
Noteworthy operational details include a recently formed, two‑advisor leadership with institutional trading experience and an advanced wealth designation, a stated $250,000 account minimum (subject to case‑by‑case waivers), and policies that the adviser will not vote client proxies, does not aggregate trades, and does not accept third‑party sales compensation. The combination of a trading‑oriented leadership team, SLOA capability, custody at a required institutional platform, and an initial profile showing no clients or AUM is atypical among supported peers.
Client services
Expertise
Fee options
Financial planning fixed fee ranges from $2,000 - $5,000 per project
$250,000 - $500,000: $5,000 fixed fee $500,001 - $1,000,000: $10,000 fixed fee $1,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
Account minimum: $250,000 Minimum fee: $5,000 for $250,000-$500,000 assets; $10,000 for $500,001-$1,000,000 assets Fee-only: Yes, firm is fee-only; compensated solely by client fees; no commissions
Main office
Greensboro NC
Advisors at this office
2
Most active in
Illinois · North Carolina
Also doing business as
Wholestory Wealth · Wholestory Wealth 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 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
Megan T
Series 63, Series 65
Greensboro, NC
Wholestory Wealth LLC
Megan Trolley is a financial advisor at Wholestory Wealth LLC in Greensboro, NC, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Quinn Opportunity Partners and self-employment spanning over a decade. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients with wealth management and project-based financial planning. The firm’s investment approach integrates fundamental, technical, cyclical, and charting analysis within a Modern Portfolio Theory framework, employing both passive and active strategies and occasionally incorporating ESG screens and cryptocurrency exposure.
Maura E
Series 65
Greensboro, NC
Wholestory Wealth LLC
Maura Egan is a financial advisor at Wholestory Wealth LLC in Greensboro, NC. She holds a Series 65 designation and has twelve years of prior experience at Lincoln Financial before joining her current firm in 2026, following a one-year sabbatical. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients through wealth management and project-based financial planning. The firm combines multiple analytical approaches within a Modern Portfolio Theory framework and manages accounts on a discretionary basis using an institutional custodian.
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