Advisor at Tar River Wealth Planning, LLC
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Firm
Tar River Wealth Planning, LLC
Location
Louisburg, NC 27549-9998
Credentials
Series 63, Series 65
Industry experience
29 years
Louis Wheless III is a financial advisor at Tar River Wealth Planning, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Union Bank, Resource Management Associates, and Raymond James Financial. He has also been involved with Crosscreek Charter School. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach with five advisors and focuses on fundamental analysis and committee-reviewed investment strategies to create client-specific portfolios.
Based on Tar River Wealth Planning, LLC
Negotiated flat fees for financial planning and consulting services based on scope of engagement
Up to 1.35% annually
109 N Main St
Louisburg, NC 27549-9998
North Carolina
Tar River Wealth Planning, LLC
2024 - Present (2 years)
Union Bank
2016 - 2022 (6 years)
Resource Management Associates
2016 - 2024 (8 years)
Raymond James Financial
2009 - 2024 (15 years)
Crosscreek Charter School
2004 - 2019 (15 years)
The Wheless Group Of Resource Management Associates
1998 - 2024 (26 years)
Raymond James Financial Services, Inc.
1998 - 2024 (26 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Franklinton, NC
Brevity & Associates
CFP®, CRPC®
Wake Forest, NC
Lucid Wealth Planning LLC
Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.
Series 65
Wake Forest, NC
Limber Capital LLC
Series 63, Series 65
Rolesville, NC
Trillium Square Advisors LLC
CFP®, Series 63, Series 66
Wake Forest, NC
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CFP®, Series 66
Wake Forest, NC
Oak Wealth Advisors LLC
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