Zachary Spainhour
Zachary Spainhour is a CFP-designated registered investment advisor at A4 Wealth Advisors LLC, based in Huntersville, NC, with 5 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $10.0M | 1.60% |
| $10M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
16140 Northcross Drive, Huntersville, NC, 28078
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
Zachary is a fixed insurance agent with World Wide Financial Solutions, LLC dba A4 Insurance Solutions, dedicating a few hours per week. He is also a managing member and tax preparer for Spainhour Tax Prep, LLC, a seasonal activity.
Employment History
Current Registrations
A4 Wealth Advisors LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Brokers Financial
State Registrations1 state
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