Advisor at Newcomb Financial Advisors, LLC
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Firm
Newcomb Financial Advisors, LLC
Location
Chapel Hill, NC 27517
Credentials
CFP®, Series 66
Industry experience
16 years
William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.
Based on Newcomb Financial Advisors, LLC
Typical financial planning fee is $1,500, billed in two installments ($500 upon signing, $1,000 upon plan delivery).
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001+: 0.60%
$250 per hour for limited scope hourly planning engagements.
Fee-only: Fee-only financial planning and investment management; no commissions accepted.
1340 Environ Way, Suite 13402
Chapel Hill, NC 27517
North Carolina
Newcomb Financial Advisors, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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