Kucharo Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$121,892,877
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
86% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$2,902,211
About
Kucharo Wealth provides investment management, financial planning (both project-based and ongoing), retirement plan advisory, and educational seminars/speaking engagements to individuals (including high-net-worth clients), small businesses, and pension or profit-sharing plans. The firm operates on a fee-only basis and may refer clients to third‑party professionals when requested.
The firm implements asset-allocation strategies grounded in modern portfolio theory and uses a mix of passive and active vehicles, often engaging independent outside managers to implement model portfolios on either a discretionary or non‑discretionary basis. Retirement plan services are delivered alongside financial planning engagements and include ongoing monitoring, investment policy development, and participant education as part of the advisory relationship.
Compared with many peers, Kucharo Wealth explicitly offers public and organizational educational seminars and speaking engagements in virtual or in‑person formats, a service relatively uncommon among similar firms. It also manages a substantial amount of client assets with a small advisory team, relies on an institutional custody platform and third‑party managers for implementation, and executes client trades on an individual basis rather than aggregating them into block trades.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
Project-Based Financial Planning: $1,000 to $24,000 fixed fee; Ongoing Financial Planning: $100 to $2,000 per month fixed fee; Educational Seminars: $1,000 to $5,000 per seminar fixed fee
$0 - $1,000,000: 0.50% (with Financial Planning) / 1.00% (without Financial Planning) $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.20%
Account minimum: $25,000 Fee-only: Project-Based Financial Planning: $1,000 to $24,000 fixed fee; Ongoing Financial Planning: $100 to $2,000 per month fixed fee; Educational Seminars: $1,000 to $5,000 per seminar fixed fee
Main office location
Kucharo Wealth
1422 South Tryon Street, Suite 300
Charlotte NC 28203, United States
Number of offices
1
Most active in
Kucharo Wealth has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina · Ohio · South Carolina · Texas
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.
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