F
$17.7M Total AUM
$17.7M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2023
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Flat FEE Financial LLC
Flat Fee Financial is a Charlotte, NC fiduciary planning firm offering flat-fee holistic financial planning, investment management, and proactive tax planning. Client focus includes age 50+ tax-efficient investors, dentists, small business owners, and sudden-wealth recipients. Emphasizes diversified portfolios including alternatives where appropriate, with accounts opened and managed on platforms such as Altruist and Schwab.
Team overview
30 AVG AGE
$17.7M AVG AUM / ADVISOR
$631.6K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Stephen Edward Boatman
Chief Compliance Officer
- CRD
- #6580619
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,683,644 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,683,644 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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