Flat Fee Financial Advice

No AUM Fees. No Commissions.

Not Everyone Needs a Wealth Manager. But Everyone Needs Financial Advice.

Explore Our Services

Why Scholar Advising?

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Academic Roots

Flat fee advice that stems from academic research delivered by highly trained advisors who all have Ph.D.'s in Finance.

Relationships

Your financial situation is complex and unique. We work closely together with you to create a tailored financial plan.

Fee Only

We believe in reducing conflicts of interest and providing financial advice for a flat fee. No commissions, no AUM fees.

Technology

Our team uses a variety of tools to collect and secure client data and communicate with clients remotely.

Specializations

We treat every project with a unique approach and fresh thinking.

Retirement Planning

Retirement planning is the cornerstone of most financial plans. However, we believe that creating a strong foundation of financial habits and … Learn More about Retirement Planning

Financial Advice for Physicians

As a physician, you have worked hard to become an expert in your field of medicine. However, managing your finances and making sound financial … Learn More about Financial Advice for Physicians

About Scholar Advising

Scholar Advising is a North Carolina based fee only investment advisory firm focused on providing individuals with virtual fiduciary financial … Learn More about About Scholar Advising