Northside Group Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,200,000
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
79
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
79
Very HighAverage account size
$116,456
About
NorthSide Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses and also manages retirement plan assets. The firm reports approximately $12.3 million in client assets and offers ongoing portfolio management together with hourly financial planning services.
The firm operates on a non-discretionary basis, requesting client permission prior to executing transactions and documenting risk tolerance and investment policy for each client; accounts are monitored continuously and typically reviewed quarterly. Advisory services are billed primarily as a percentage of assets under management while financial planning is billed hourly, and custody is provided by Pershing, LLC and John Hancock Retirement Plan Services for retirement plan assets.
Notable distinctions include that the firm’s principal is a licensed insurance agent who offers insurance products and may receive commissions, and the principal is also involved in an affiliated mortgage business that makes reciprocal client referrals; these other financial activities are disclosed as potential conflicts of interest. The combination of primarily non-discretionary management, direct involvement in insurance product sales, and management of retirement-plan custody arrangements is less common among similar independent, solo-practice advisers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
$1 - $250,000: 2.00% $250,000 - $1,500,000: 1.50% $1,500,000+: 1.00%
Commission-based fees for insurance products via licensed insurance agent
Financial planning hourly fee: $150/hour (negotiable)
Minimum fee: Flat dollar amount fee may apply; billed quarterly in advance; not to exceed 2% of aggregate account balance Fee-only: Financial planning hourly fee: $150/hour (negotiable)
Main office location
Northside Group Wealth Management, LLC
176 North Renfro Street
Mount Airy NC 27030, United States
Number of offices
1
Most active in
Northside Group Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
North 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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