Fee-only adviser · Winston Salem, NC
Scholar Financial Advising, LLC
Scholar Financial Advising, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Winston Salem, North Carolina. On its latest Form ADV, filed November 2, 2026, it reports 235 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 298968 · SEC file 801-130382 |
| Office | 380 Knollwood Street Suite 410 Winston Salem, NC 27103 |
| Phone | (336) 360-6833 |
| Website | scholarfinancialadvising.com |
| Regulatory assets under management | Not reported |
| Individual clients | 102 non-high-net-worth, 133 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Selection of other advisers |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Winston Salem
- Salem Investment Counselors Inc $4.2B
- Three Magnolias Financial Advisors $487M
- Arbor Investment Advisors $1.3B
- Sheets Smith Wealth Management $1.4B
- Your Capital Financial, LLC $62M
- Timonier $450M
See all 14 fee-only advisers in Winston Salem →
Nearby
- Pfafftown 1 firm
- Lewisville 1 firm
- Bermuda Run 1 firm
- Oak Ridge 1 firm
- Salisbury 1 firm
- Greensboro 16 firms
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