Hollingsworth Avent Averre & Purvis, PA

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Client assets under management

$170,897,482

Clients

47% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,818,058

About

Hollingsworth Avent Averre & Purvis, P.A. provides discretionary investment management, financial planning and 401(k)/retirement plan consulting for individuals and high-net-worth clients, and also offers accounting and tax (CPA) services. The firm serves a modest client base through a small advisory team that manages roughly $177 million in discretionary assets.

The firm's investment approach is evidence-based and rooted in a market-efficiency philosophy, favoring passive instruments such as index funds and ETFs, broad diversification by geography and market segment, and periodic rebalancing to align portfolios with client risk tolerances and time horizons. When advising on retirement accounts and plan design the firm acts as an ERISA fiduciary and typically coordinates with other pension, administrative and legal professionals.

What is distinctive is that the adviser’s principal business is a CPA practice, with licensed accountants integrated into the advisory process, so tax, accounting and financial planning services are offered together rather than as separate referrals — a structure that is uncommon among peer supported firms. The firm also discloses the potential conflicts that arise from delivering both accounting and investment services, maintains a $500,000 account minimum (with some exceptions), and emphasizes collaboration with clients’ attorneys and accountants on estate and plan-design matters.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for financial planning based on mutually agreed payment schedule, paid upon completion.

Percentage

$0 - $400,000: 1.00% $400,001 - $1,000,000: 0.75% $1,000,001+: 0.25%

Project-based

Up to $300.00 per hour for non-continuous investment advice and financial planning.

Other

Account minimum: $500,000.00

Main office location

Hollingsworth Avent Averre & Purvis, PA

300 W. Millbrook Road

Raleigh NC 27609, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 919-848-4100

Advisors at this firm

Tina P

Series 65

Raleigh, NC

Hollingsworth Avent Averre & Purvis, PA

Tina Purvis is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. She holds a Series 65 designation and has 18 years of industry experience. She has been with the firm since 2001. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and follows a market-efficiency, evidence-based investment approach that emphasizes passive vehicles, diversified allocations, and periodic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Charles A

PFS™, Series 65

Raleigh, NC

Hollingsworth Avent Averre & Purvis, PA

Charles Averre is a financial advisor with Hollingsworth Avent Averre & Purvis, P.A. in Raleigh, NC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He has been with the firm since 2010 and also provides CPA services through the affiliated CPA practice, of which he is an owner. Outside of his advisory role, Averre serves as an officer of a family business, Averre Land & Improvement Co., Inc. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts, offering investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and employs a market-efficiency, evidence-based investment approach focused on passive vehicles, diversified allocations, and periodic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Curtis A

Series 65

Raleigh, NC

Hollingsworth Avent Averre & Purvis, PA

Curtis Averre is a financial advisor at Hollingsworth Avent Averre & Purvis, PA with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2017. Prior to his advisory role, he spent ten years as a student. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning, following a market-efficiency, evidence-based approach that emphasizes passive investment vehicles and diversified asset allocations.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

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