TEAM WEALTH PLANNING AND MANAGEMENT, INC.

CHAPEL HILL, North Carolina·2 registered advisors·CRD# 129807
SEC# 801-67582919-942-8145
01

Firm Overview

AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TEAM WEALTH PLANNING AND MANAGEMENT, INC.

2 registered advisors
Hannah Pinckney Mcmanus
CHAPEL HILL, North Carolina
Jr. Lawrence Mcmanus
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. TEAM WEALTH PLANNING AND MANAGEMENT, INC. (CRD# 129807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.