Northside Group Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,000,000
This total excludes 15 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
79
0% high-net worth
Advisors
1
of 1 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
79
Very HighAverage account size
$75,949
About
NorthSide Group Wealth Management, LLC provides investment advisory and financial planning services to individuals and small businesses, and also manages retirement-plan assets for plan clients. The firm charges fees based on assets under management and offers standalone financial planning on an hourly basis.
The firm generally manages client portfolios on a non‑discretionary basis, documenting risk tolerance in an Investment Policy Statement and seeking client approval before executing transactions, with accounts typically reviewed quarterly. Custodial relationships are used for client assets and the adviser states it will continuously monitor holdings while not accepting discretionary trading or proxy‑voting authority.
The firm’s principal is a licensed insurance agent and may recommend and sell insurance products for a commission, a practice the brochure discloses as a potential conflict of interest and states clients are under no obligation to purchase those products. The adviser also operates a related mortgage business that can provide client referrals and uses a separate custodian for retirement‑plan assets, reflecting services — insurance sales and pension/profit‑sharing plan work — that are less common among independent solo advisers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$1 - $250,000: 2.00% $250,000 - $1,500,000: 1.50% $1,500,000+: 1.00%
Commissions may be earned from insurance products sold by affiliated insurance agent.
Financial planning services charged at $150 per hour, negotiable.
Minimum fee: A flat dollar amount fee may apply, billed quarterly in advance, not to exceed 2% of the aggregate account balance. Fee-only: Hourly fees for financial planning services at $150 per hour, negotiable.
Main office location
Northside Group Wealth Management, LLC
176 North Renfro Street
Mount Airy NC 27030, United States
Number of offices
1
Most active in
Northside Group Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
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