Derek Cheshire
Derek Cheshire is a CFP-designated registered investment advisor at Scholar Financial Advising, LLC, based in Winston-Salem, NC, with 12 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 235 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Scholar Financial Advising does not directly manage investments. However, as part of the Signature Coaching Program, Scholar monitors client accounts for rebalancing and tax loss harvesting opportunities and provides specific trade recommendations for clients to implement themselves.
Location
380 Knollwood Street, Suite 410, Winston-Salem, NC, 27103
Get directionsHistory
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 ActivitiesSells Insurance
Derek owns Cheshire Financial Services, offering tax preparation and bookkeeping services, dedicating a few hours per week. He also provides outsourced CFO services as a contractor, spending minimal time on it, and is a licensed insurance agent, though not actively selling.
Employment History
Current Registrations
Scholar Financial Advising, LLC
Previous Registrations
Origin Investment Advisory LLC
Townsend
Securities America, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.