Ann Zuraw is a CFA, CFP-designated registered investment advisor at Zuraw Financial Advisors, LLC, based in Greensboro, NC, with 20 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 165 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, which includes advisory and any sub-advisor or platform fees. All fees are negotiable.
Fee Estimator
Contact
Ann Zuraw
Location
806 Green Valley Road, Suite 201, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ann co-authored the book, Chicks, Chat and Change, LLC in 2014. She also maintains a blog for Chicks, Chat and Change & Women Money and Divorce.
Employment History
Current Registrations
Zuraw Financial Advisors, LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
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.
Exams
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