RIA Intel›Advisers›North Carolina›MASTERS TAX AND FINANCIAL PLANNING LLC

MASTERS TAX AND FINANCIAL PLANNING LLC

Advisory

STATESVILLE, NC

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in NC

#463

of 516 advisers by AUM

Average account

$288K

across 111 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NC, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

44 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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