Mecklenburg Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,272,516
Clients
14
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$233,751
About
Mecklenburg Financial Group is an independent, single‑advisor firm that provides discretionary portfolio management and fee‑based financial planning to individuals and high‑net‑worth clients. The firm manages about $3.3 million across a small client base and prepares individualized Investment Policy Statements to guide portfolio decisions.
The adviser uses a mix of fundamental and technical analysis and generally pursues long‑term trading strategies, aligning recommendations with each client’s documented goals, time horizon, and risk tolerance. Portfolios are constructed from a focused set of investment types — including mutual funds, equities, bonds, ETFs, REITs, annuities and selective private placements — with the adviser authorized to execute trades on a discretionary basis.
Distinctive operational features include a requirement that clients use the firm’s recommended custodian (Trade‑PMR) rather than directing brokerage, and account reviews are performed quarterly by the sole adviser, which differs from larger firms that allow client‑directed custody or multi‑person review teams. Financial planning is typically delivered as a one‑time plan with no automatic ongoing reporting unless separately engaged, and the firm documents controls around personal trading (e.g., avoiding certain client‑coincident trades within a five‑day window).
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Annuities
College savings (529s, UTMA, etc.)
Debt management
Fee options
$0 - $300,000: 1.30% $300,001 - $1,000,000: 1.05% $1,000,001+: 0.55%
$250 per hour for financial planning services, negotiable
Fee-only: Hourly financial planning fees at $250 per hour, negotiable
Main office location
Mecklenburg Financial Group
Myrtle Beach SC, United States
Number of offices
1
Most active in
Mecklenburg Financial Group has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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