Reach Strategic Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,666,872
Total clients
50
16% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$433,337
About
Reach Strategic Wealth provides financial planning and discretionary investment management to individuals (including high-net-worth clients), charitable organizations, and businesses, offering services such as comprehensive financial plans, retirement and tax planning, estate planning, insurance reviews, and business/employee-benefit consulting. The firm reports roughly $21.7 million in discretionary assets under management and serves about 50 clients as a small advisory practice.
Investment management is implemented under client-specific investment policy statements and typically managed on a discretionary basis, using Modern Portfolio Theory, fundamental and cyclical analysis, and a mix of passive vehicles (index mutual funds and ETFs) to construct diversified portfolios. Clients may engage via hourly or project-based planning, a Chief Wealth Officer (CWO) consultation with a defined implementation phase, or an ongoing full-service CWO that combines continuous planning with portfolio monitoring.
Noteworthy aspects include principals holding CFP®, CFA, and Enrolled Agent credentials plus an Accredited Financial Counselor designation, which the firm discloses as supporting integrated investment, tax, and financial-counseling services. The firm also discloses no required account minimum, delegates proxy voting to clients rather than voting on their behalf, and maintains relationships with qualified custodians (including Charles Schwab and Altruist) while stating it does not accept third-party sales compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-based financial planning fixed fees ranging from $5,000 to $20,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
$450 per hour for limited-scope financial planning services
Fee-only: Hourly fee of $450 per hour for limited-scope financial planning; Fixed fees for project-based financial planning ranging from $5,000 to $20,000
Main office location
Reach Strategic Wealth LLC
Southport NC, United States
Number of offices
2
Most active in
Reach Strategic Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · North 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.
-
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
Quick links
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YouTube
Website
336-223-4733
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