Stalwart Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,639,300
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
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
21
TypicalAverage account size
$459,014
About
Stalwart Financial Planning is a small, state‑registered independent investment adviser that works with individuals, trusts and estates, small businesses, foundations, and charitable organizations. The firm provides comprehensive financial planning, one‑time investment consultations, ongoing investment supervisory services, and group educational workshops.
The adviser operates under a fiduciary standard and develops recommendations from a detailed client intake (goals, cash flow, risk tolerance), employing a mix of fundamental, technical, and cyclical analysis and portfolio strategies that range from broadly diversified, index‑oriented allocations to selective active management. Engagements can include preparing an investment policy statement, discretionary or non‑discretionary portfolio implementation, and an optional subscription‑style ongoing planning program with periodic reviews.
What distinguishes the firm from many peers is its willingness to serve charitable organizations and manage nonprofit endowments with a tailored engagement approach, and its ongoing delivery of public educational workshops (educational in nature and not tied to product sales). The firm also documents data‑security and privacy practices, maintains an incident‑response program, and uses AI‑assisted note‑taking only with client permission, operational practices that are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Cash flow / budgeting
General estate planning guidance
Fee options
Fixed fees for financial planning, investment consultation, and workshops range from $1,000 to $5,000. Workshop fees range from $50 to $200 per attendee.
$1 - $1,000,000: 0.85% (85 basis points) $1,000,001 - $3,000,000: 0.50% (50 basis points) $3,000,001 - $5,000,000: 0.40% (40 basis points) $5,000,001+: 0.25% (25 basis points)
$270 per hour, billed in six-minute increments (1/10th hour).
Monthly Financial Planning – Robust Plan monthly fees range from $150 to $2,105 based on client net worth, plus a one-time getting started fee equal to three times the monthly fee.
Account minimum: $1 Minimum fee: Smallest accounts are subject to a minimum fee as described in the fee schedule; specific minimum fee amount not explicitly stated. Fee-only: Firm is fee-only and does not accept commissions or sales charges for recommended investments.
Main office location
Stalwart Financial Planning
4200 Morganton Road, Suite 200 04
Fayetteville NC 28314, United States
Number of offices
2
Most active in
Stalwart Financial Planning has reported serving >5 clients in these states in the last 12 months.
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:
-
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
Quick links
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