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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Scharl Advisory Services does not base its fees on a percentage of your portfolio. Instead, fees are based on hourly charges and fixed fees for financial planning services.
Location
5836 Fayetteville Rd Ste 104, Durham, NC, 27713
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 Activities
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.