Advisor at Tarheel Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tarheel Advisors, LLC
Location
Chapel Hill, NC 27516
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
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.
Based on Tarheel Advisors, LLC
Based on Tarheel Advisors, LLC
Based on Tarheel Advisors, LLC
$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
600 Market St, Ste G2
Chapel Hill, NC 27516
North Carolina
Tarheel Advisors, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63
Durham, NC
Chris C Crenshaw Financial Services, LLC
Series 65
Morrisville, NC
gnrfunds LLC
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")