At Scholar Financial Advising we help physicians and individuals with complex financial needs by providing financial advice that they can implement on an hourly project or monthly retainer basis. Our advisors hold at minimum a Ph.D. in Finance and Stephan Shipe, the firm’s lead advisor, is also a CFA charterholder and CFP® Professional.

Our mission is to Educate, Empower, and Encourage. We like to think outside of the box and enjoy working on more complex financial situations like those that typically surround highly compensated individuals. We believe that clients should manage their own accounts and our role is truly that of an advisor. We look for ways to increase financial efficiency and create plans for our clients to execute that focus on creating a role for every dollar that hits their account.

We emphasize custom plans and the importance of building a strong advisor/client relationship. With this combination, we can create and work toward financial goals as a team.

Our ideal client is a DIY investor who doesn’t want to pay AUM but wants advice.

Our Services and Fee Structure

Hourly Fee Financial Plans: For a DIY investor looking for us to pull the financial pieces together to create a custom strategy and financial plan that you can execute with periodic check-in meetings.

• Fee: $385/hour

• Hourly financial plans from Scholar Financial Advising typically range from $4,000 to $12,000

Signature Client Program (Monthly Retainer): For clients with ongoing and complex financial advising needs we offer virtual family office services so that you can take back the time you have been spending on your own financial planning while maintaining control of your accounts. We become your personal CFO for all financial concerns.

• Recommended Minimums: Income >$1m or investments >$10m

• Fee: $15,000 for initial plan then $3,000-$10,000 per month based on complexity