Fee-only adviser · Chapel Hill, NC
Tarheel Advisors, LLC
Tarheel Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chapel Hill, North Carolina. On its latest Form ADV, filed January 28, 2026, it reports $138M in regulatory assets under management, 138 individual clients and 2 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 | 149308 · SEC file 801-131916 |
| Office | 600 Market ST Ste G2 Chapel Hill, NC 27516 |
| Phone | (984) 271-1993 |
| Website | www.tarheeladvisors.com |
| Regulatory assets under management | $138M ($122M discretionary) |
| Individual clients | 81 non-high-net-worth, 57 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 28, 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 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 Chapel Hill
- Phoenix Wealth Advisors Inc. $641M
- Absher Wealth Management, LLC $1.3B
- Hilltop Wealth Advisors, LLC $636M
- Hamilton Point Investment Advisors, LLC $1.2B
- Atlantic Private Wealth, LLC $894M
- Woodward Financial Advisors, Inc. $641M
See all 20 fee-only advisers in Chapel Hill →
Nearby
- Research Triangle Park 1 firm
- Apex 5 firms
- Pittsboro 1 firm
- Durham 11 firms
- New Hill 1 firm
- Cary 9 firms
- Raleigh 42 firms
- Fuquay Varina 1 firm
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