Fee-Only Wealth Management · Charlotte, NC
For the people who build wealth — and those who steward it.
Independent, fee-only wealth management for the individuals, families, and business owners who build wealth — and the trustees, plan sponsors, and boards who steward it for others. Disciplined, tax-efficient investment strategies, aligned with you.
- Individuals to institutions
- The clients we serve
- Fee-Only
- No commissions
- CFA & CFP®
- Credentialed counsel
Advice tailored to your situation.
Our clients come from many walks of life—but each faces decisions where the right counsel changes everything. Explore the situation closest to yours.
Individuals & Families
Business owners, executives, wealthy individuals, successful families, pre-retirees
ExploreTrusts, Estates & Giving
Trust beneficiaries, trustees & fiduciaries, charitable givers
ExploreInstitutions & Professionals
Retirement plan sponsors, endowments & foundations, attorneys & CPAs
Explore
The person behind the advice.
TAGStone is independent and fee-only by design, so the advice answers only to you. That advice comes from William Reid Culp III, CFA, CFP, a UNC Kenan-Flagler graduate who works with entrepreneurs, families, foundations, and retirement plans to turn financial success into lasting wealth.
Meet ReidAdvice defined by how we are structured, not what we sell.
Our structure reduces the conflicts that compromise most financial advice and shapes a disciplined, tax-efficient process. These four principles guide the recommendations we make.
Fiduciary standard
Held to a fiduciary standard, obligated to act in our clients' best interest.
Fee-only
We are paid by you, not by commissions or product sales.
Goals-based
Your plan is built around your life, not a benchmark.
Independent
No parent bank and no proprietary products, which helps minimize conflicts of interest.
Complimentary Guide
The Wealth Planning Guide
A practical guide for individuals and families navigating meaningful wealth. Learn the decisions that have the greatest impact on your long-term financial life.
- The five decisions that most affect long-term wealth
- How to coordinate taxes, estate, and investments as one plan
- Questions to ask before a liquidity event or major transition
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