Corey Scott Sunstrom

CFP

13 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Hobart Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

677 clients

Average Client Portfolio

$635K average

Assets Under Management

$429.7M

Fee Structure

Minimum Investment:$250K

Location

7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277

Get directions

History

Regulatory History (1)

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Customer Dispute

February 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Corey is an independent insurance agent selling insurance products, dedicating a few hours per week during trading hours. Corey also works as an adjunct professor at Gardner-Webb University, teaching estate planning classes for about 10% of their time.