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The fee is billed in arrears and has a $6,500 annual minimum.","source":"SEC FORM ADV FIRM BROCHURE 2019-09, filed 14 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Market Street Wealth Management Advisors use?","answer":"Market Street Wealth Management Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $717M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Market Street Wealth Management Advisors have?","answer":"Market Street Wealth Management Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Market Street Wealth Management Advisors invest in?","answer":"At the end of its last fiscal year, Market Street Wealth Management Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Market Street Wealth Management Advisors?","answer":"Market Street Wealth Management Advisors’ direct owners are Kevin Ervin, Jessica Bokhart, Kyle Thompson, Katie Fischer, Patrick Roberts, Aaron Williams and Austin Angel, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Market Street Wealth Management Advisors get paid?","answer":"Market Street Wealth Management Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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