Scholar Financial Advising, LLC
Firm details
- Headquarters
- Winston Salem, North Carolina
- CRD number
- 298968
- Registered since
- May 28, 2024
- Website
- scholarfinancialadvising.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Scholar Financial Advising, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm describes itself as a capital allocator focused on serving individual and family clients, with its core advisory activities centered on financial planning and the selection of other advisers. Fee arrangements are non-asset-based, built around hourly charges and fixed fees rather than percentage-of-assets billing. Scholar is organized as an LLC and operates across state lines as a multi-state adviser. The firm does not identify as an active ESG investor, does not function as a pension consultant, and is not presented as a related adviser to any other RIA.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Stephan Shipe
Owner and Lead AdvisorCRD 7084798

Dana Strickland
Financial AdvisorCRD 7666364

Noah Lewis
Financial AdvisingCRD 7854555
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
- 380 Knollwood St
- Time zone
- ET (UTC-5)
- Office locations
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