Sandra Carlson is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Charlotte, NC, with 20 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
2150 Park Drive, Charlotte, NC, 28204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandra is a financial advisor and chief compliance officer at Rinehart Wealth Management, dedicating nearly full-time hours to financial planning. She also teaches a tax planning course at Queens University and is a director of programs for the Financial Planning Association, spending minimal time on each.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Mcshane Partners
Allen, Mooney & Barnes Investment Advisors, LLC
Symphonic Financial Advisors LLC
Synovus Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.