Supreme Alliance
47yrs
Top advisor by experience in Charlotte
8yrs
Patrick Fleming
Full name on record: Patrick Ryan Fleming
Financial advisor at Advice and Planning Services
Patrick Fleming has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After two years at Vanguard Advisers, Patrick joined Advice and Planning Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Advice and Planning Services reports being paid through a percentage of assets.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – now
- Apr 2021 – Dec 2022Vanguard Advisers, Inc.Previously
Contact Patrick
Local office(704) 988-1148Ask for Patrick. (212) 490-9000Main office · New York, NY 8500 Andrew Carnegie Blvd. Charlotte HubCharlotte, NC 28262Office · Get directions Facebook pageAdvice and Planning Services
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (704) 988-1148 or the Advice and Planning Services main office at (212) 490-9000, and ask for Patrick Fleming.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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