AB
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.0M
Fee Structure
Financial Plan Fee:$100 - $15,000
Hourly Rate:$250 - $750/hr
The annual fee for comprehensive financial planning and investment management ranges from $10,000 to $15,000, payable monthly or quarterly in advance. Quarterly financial planning is offered for $5,000 annually, payable quarterly in advance. Self-directed financial planning via the Childfree Wealth Academy is $100 monthly. Hourly financial planning ranges from $250 to $750 per hour. Fees are negotiable at the firm's discretion and subject to a 3% inflation rate.
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness OwnersHigh Net Worth
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Advisor Information
Office location
Youngville, NC
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Childfree Wealth
May 2025 - Present · 8 mos
Previous Registrations
Hapanowicz Financial
October 2024 - April 2025 · 6 mos
LPL Financial LLC Broker
September 2024 - April 2025 · 7 mos
The Leaders Group, INC.Broker
March 2020 - December 2022 · 2 yrs 9 mos
Investacorp, INC.Broker
May 2018 - May 2019 · 1 yr
Pruco Securities, LLC. Broker
July 2015 - April 2016 · 9 mos
Pacific Select Distributors, LLCBroker
April 2013 - June 2015 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
May 2011 - April 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLC Broker
May 2011 - April 2013 · 1 yr 11 mos
Lincoln Financial Distributors, INC.Broker
May 2006 - May 2011 · 5 yrs
Lincoln Financial Distributors, INC.
May 2006 - February 2011 · 4 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
November 2004 - May 2006 · 1 yr 6 mos
First Tennessee Brokerage, INC. Broker
March 2004 - September 2004 · 6 mos
Amvescap Services, INC.Broker
April 2002 - March 2004 · 1 yr 11 mos
Invesco Distributors, INC.Broker
July 2000 - February 2002 · 1 yr 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.