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Bolin Creek Wealth Advisors LLC

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Client assets under management

$23,825,162

Clients

16

63% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

8

Very Low

Average account size

$1,489,073

About

Bolin Creek Wealth Advisors is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts and estates through ongoing Wealth Management engagements and project-based (hourly) financial planning and consulting. Services include comprehensive financial planning, discretionary investment management, and held-away account advice for workplace retirement and other externally managed accounts.

The firm’s investment approach is rooted in Modern Portfolio Theory and strategic asset allocation, favoring broadly diversified, low-cost mutual funds and ETFs with periodic rebalancing and limited use of outside managers. Advice emphasizes long-term planning, tax and retirement considerations, and personalized allocation targets developed through client discussions and risk assessment.

Compared with many peers, Bolin Creek is a small, recently founded advisory team with a concentrated client roster and all discretionary AUM, and its fee model relies on customized flat annual fees and hourly project fees rather than a standard percentage-of-assets. The firm also routinely offers educational seminars and speaking engagements at no charge, typically directs managed accounts to Charles Schwab for custody, and does not accept commissions or performance-based compensation.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Fee options

Fixed

Wealth Management Service is charged a customized flat annual fee ranging from $7,500 to $50,000, charged quarterly in advance

Project-based

Hourly rate of $335 per hour for Project-Based Financial Planning and Consulting Service

Other

Account minimum: No minimum account size requirement; however, the minimum annual fee for Wealth Management Service is $7,500 per year. Minimum fee: Minimum annual fee of $7,500 for Wealth Management Service Fee-only: Fee-only firm; all compensation is from clients' fees, no commissions or referral fees

Main office location

Bolin Creek Wealth Advisors LLC

1829 E. Franklin Street, Bld. 600, Suite E 5

Chapel Hill NC 27514, United States

Number of offices

1

Most active in

More info

North Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 919-366-7477

Advisors at this firm

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user avatar

Austin B

CFP®

Chapel Hill, NC

Bolin Creek Wealth Advisors LLC

Austin Brown is a CFP® professional with eight years of experience in financial advising. He is currently with Bolin Creek Wealth Advisors LLC, where he has worked since 2023. Prior to this, he spent ten years at Woodward Financial Advisors, Inc. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive financial planning and discretionary investment management. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, low-cost funds and personalized allocation strategies developed through client risk assessment.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Joseph M

CFP®, Series 66

Chapel Hill, NC

Bolin Creek Wealth Advisors LLC

Joseph Marques is a financial advisor at Bolin Creek Wealth Advisors LLC in Chapel Hill, NC, holding the CFP® and Series 66 designations with 14 years of industry experience. He previously worked at Woodward Financial Advisors, Inc. for eight years before joining his current firm in 2023. Bolin Creek Wealth Advisors is a fee-only firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive financial planning, discretionary investment management, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs with periodic rebalancing and personalized allocation targets.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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