Advisor at Reach Strategic Wealth 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
Reach Strategic Wealth LLC
Location
Southport, NC
Credentials
CFP®, Series 66
Industry experience
11 years
Zachary Ashburn is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He has worked at Reach Strategic Wealth LLC since 2019 and previously held roles at LPL Financial and Invest Financial. Reach Strategic Wealth LLC serves individuals, charitable organizations, corporations, and business owners, offering financial planning and discretionary portfolio management. The firm combines fundamental and cyclical security analysis with Modern Portfolio Theory, using passive index funds and ETFs alongside active selections tailored to each client’s investment policy.
Based on Reach Strategic Wealth LLC
Based on Reach Strategic Wealth LLC
Project-based financial planning fixed fees ranging from $5,000 to $20,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
$450 per hour for limited-scope financial planning services
Fee-only: Hourly fee of $450 per hour for limited-scope financial planning; Fixed fees for project-based financial planning ranging from $5,000 to $20,000
Southport, NC
Connecticut · North Carolina · Texas
Reach Strategic Wealth LLC
2019 - Present (7 years)
LPL Financial
2018 - 2019 (1 year)
Invest Financial
2015 - 2018 (3 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
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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