STALWART FINANCIAL PLANNING

STALWART FINANCIAL PLANNING of FAYETTEVILLE, NC is an SEC-registered investment adviser (CRD 159711). Regulatory assets under management: $10.3M.

Registration

• CRD: 159711
• Type: Registered investment adviser
• Location: 4200 MORGANTON ROAD, FAYETTEVILLE, NC, 28314
• Phone: 910-867-8464
• Latest filing: 2026-03-27
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search