Resolved Financial
Firm details
- Headquarters
- Winston Salem, North Carolina
- CRD number
- 169862
- Website
- www.dixonwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI52.53%
- Individuals45.85%
- Pension & Profit Sharing Plans1.62%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Resolved Financial is an independently owned LLC operating as a fee-based registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. Resolved Financial does not position itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or pension consultant adviser. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- State & Local Bonds2%
Contacts
3 of 3
Benjamin Shamberger
Financial PlannerCRD 6147040
Tyler Schweigert
Co-OwnerCRD 5607112
Zachariah Baker
Investment Adviser RepresentativeCRD 7654712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winston Salem, NC
Forsyth
Location
Winston Salem, NC
Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Forsyth
- Address
- 155 Sunnynoll Ct
- Time zone
- ET (UTC-5)
- Office locations
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