Fee-only adviser · Durham, NC
Wolfbridge Wealth
Wolfbridge Wealth is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Durham, North Carolina. On its latest Form ADV, filed March 25, 2026, it reports $89M in regulatory assets under management, 49 individual clients and 1 employee who gives 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 | State-registered: North Carolina |
|---|---|
| Firm CRD number | 148317 · SEC file 801-69667 |
| Office | 4819 Emperor Boulevard Suite 400 Durham, NC 27703 |
| Phone | (919) 267-6740 |
| Website | www.wolfbridgefinancial.com |
| Regulatory assets under management | $89M |
| Individual clients | 17 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 3 |
| 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 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 Durham
- Kuhn Advisors, Inc. $801M
- Integrated Wealthcare, LLC $218M
- Fulbright Financial Consulting, PA $71M
- Fryar Financial $19M
- Sycamore Financial Planning, LLC $104M
- Onyx Wealth Management, LLC $6.3M
See all 11 fee-only advisers in Durham →
Nearby
- Research Triangle Park 1 firm
- Chapel Hill 20 firms
- Raleigh 42 firms
- Apex 5 firms
- Cary 9 firms
- Wake Forest 2 firms
- Pittsboro 1 firm
- New Hill 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Wolfbridge Wealth? Update this listing.