Flagship Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,049,984
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
91
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
91
Average account size
$506,044
About
Flagship Wealth Management Group is an independent advisory firm that provides discretionary asset management and standalone hourly consulting to individuals, high‑net‑worth clients, trusts, businesses and charitable organizations. The firm documents client goals and builds tailored investment programs and consulting engagements that address topics such as retirement planning and employee benefit evaluation.
The firm’s investment process uses fundamental and technical analysis alongside modern portfolio theory and Monte Carlo planning to align portfolios with each client’s objectives, time horizon, tax situation and risk tolerance. It generally manages accounts on a discretionary basis while allowing clients to impose written restrictions and discusses security‑specific risks, including options and fixed‑income considerations, as part of ongoing planning.
Notably, Flagship accepts charitable organizations as clients — a client type that is uncommon among independent firms of this category — and combines ongoing asset management with hourly consulting engagements. The firm relies on custodians to deliver account statements and does not produce separate written account reports or vote proxies on behalf of clients, and its principal holds advanced credentials that include training in wealth management, retirement planning, and financial psychology.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $8,000,000: 0.50% $8,000,000.01+: 0.25%
$450 per hour
Fee-only: Hourly consulting at $450 per hour for clients with less than $500,000 in assets or for services outside investment management
Main office location
Flagship Wealth Management Group, LLC
Cary NC, United States
Number of offices
1
Most active in
Flagship Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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