Sherri Rose is a CFP-designated registered investment advisor at Azimuth Planning Group, LLC, based in Chapel Hill, NC. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
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Fee Structure
Azimuth Planning Group does not manage investments, but they may make investment recommendations as part of their financial planning services.
Location
101 Cosgrove Ave. Ste 260, Chapel Hill, NC, 27514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Azimuth Planning Group, LLC
State Registrations1 state
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