Fee-only adviser · Greensboro, NC
Strategic Advisory Partners
Strategic Advisory Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greensboro, North Carolina. On its latest Form ADV, filed March 25, 2026, it reports $191M in regulatory assets under management, 333 individual clients and 4 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 | 314842 · SEC file 801-134091 |
| Office | 3819 Lawndale Drive Greensboro, NC 27455 |
| Phone | (336) 790-2560 |
| Website | www.strategicadvisorypartners.com |
| Regulatory assets under management | $191M ($161M discretionary) |
| Individual clients | 260 non-high-net-worth, 73 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 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.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Greensboro
- Cascades Capital Asset Management, LLC $383M
- 1808 Capital Partners $645M
- Spartan Planning Group $384M
- Zuraw Financial Advisors, LLC $520M
- Park Wealth Management, LLC $34M
- Smith Partners Wealth Management, LLC $196M
See all 16 fee-only advisers in Greensboro →
Nearby
- Oak Ridge 1 firm
- Burlington 1 firm
- Eden 1 firm
- Winston Salem 14 firms
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