Kathleen Scharl is a CFP-designated registered investment advisor at Scharl Advisory Services, INC., based in Durham, NC, with 23 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Scharl Advisory Services does not manage investments for a percentage fee based on the size of your portfolio. Instead, investment advice and portfolio management are provided as part of their financial planning and hourly consulting services, where you pay flat meeting fees and an hourly rate of $200. You maintain full control of your assets, and all trades require your prior approval.
Location
5836 Fayetteville Rd Ste 104, Durham, NC, 27713
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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.
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Kathleen is involved with SCHARL & ASSOCIATES, INC., providing tax preparation, bookkeeping, financial, and small business consulting services. This takes nearly full-time during tax season (mid-February to mid-April), and about 10-20% of her time otherwise.
Employment History
Current Registrations
Scharl Advisory Services, INC.
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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