Fee-Only Wealth Management · Charlotte, NC
Grow and Protect Your Wealth
Independent, fee-only wealth management for successful individuals, families, and business owners who build wealth — and trustees, retirement plan sponsors, and charitable boards who steward it for others. Disciplined, tax-efficient investment strategies, aligned with your needs.
- Individuals to institutions
- The clients we serve
- Fee-Only
- No commissions
- Dual credentialed
- CFA® charterholder and CFP® professional
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.
William Reid Culp III, CFA, CFP®President & Founder
Forbes Best-In-State Next-Gen Wealth Advisors1 · 2025, 2026
Reid founded TAGStone in 2011 and still does the work himself. The person who builds your plan is the person who answers the phone, reads your trust documents, and sits across the table from your attorney. He works with entrepreneurs, families, foundations, and retirement plans to turn financial success into lasting wealth.
1. Forbes “Best-In-State Next-Gen Wealth Advisors,” created and tabulated by SHOOK Research. Data as of March 31 of each award year; published that August. Rankings are not indicative of future performance.
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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