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Masonboro Advisors

5815 Oleander Drive
5815 Oleander Drive, Suite 105

Wilmington, NC 28403

910-742-0509

About Masonboro Advisors

We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER, a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company.

Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning.

Our approach to financial planning is tailored to your individual goals. We not only take into consideration your financial goals, but we also include stage of life, risk assessment, and future cash flow requirements. Our goal is to prepare you for today, tomorrow and for whatever life brings you. And after many years in business, we've gotten pretty good at that.

See Disclosures

General Information

Firm Start Year

2013

No. of Employees

2-4

CRD#

7200853

Firm CRD#

145151

Name of Broker/Dealer

N/A

Name of Custodial Firm

Fidelity, Charles Schwab (TD Ameritrade)

Years of Experience in Financial Services

4

Number of Years with Current Firm

1

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning

Services

Investment Types

Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Bonds

Can meet clients in the following ways

Phone, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66, Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Annuity, Long Term Care, Disability, Life

Firm Information

Firm's Number of Clients

132

Firm's Number of Managed Clients

132

Assets Managed by Firm

100,000,000

Assets Managed by Advisor

66,200,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

$2,500

Minimum Fee Charged for Hourly Planning Accounts

$1,000

Education

Bachelors Degree -

Binghamton University
08/30/2010 - 05/04/2014

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1891418/retirementplanning-masonboro-advisors-detailed-disclosure

Disclaimer

Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is a Registered Investment Adviser regulated by the North Carolina Secretary of State Securities Division. Additional information about Glasgow & Associates is available on the SECs website at www.adviserinfo.sec.gov.