30-40 Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$60,000

“Limited Scope Financial Planning Services Fixed fees for Limited Scope Financial Planning Services typically range from $5,000 to $60,000, and the term of the engagement may extend as far out as one year.”

Annual fee

$12,500/yr

“Our minimum annual fee is $12,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 30-40 Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees could be negotiable in limited cases, and we reserve the right to offer fee waivers or discounts at our sole discretion.”
• “Therefore, some clients may be billed under different fee schedules than those outlined below.”
• “The annual advisory fee is calculated on the market value of the client’s assets under management, paid quarterly in arrears and determined based the account balances as of the last day of the calendar quarter.”

How 30-40 Wealth Partners’ fees compare

• Its flat or project fee of $5,000-$60,000 is above the North Carolina median of $4,800. 97% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• Its annual fee of $12,500 is above the North Carolina median of $6,000. 78% of the 49 other North Carolina planners that publish an annual fee charge less.

About 30-40 Wealth Partners

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$12,500 minimum fee (stated in brochure)

Clients

53

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$106,561,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311073

Website

3040wealth.com (opens in new tab)

Phone

(415) 275-0403

Can advise clients in 3 states: California, North Carolina, New York

Other planners in Cornelius that publish fees

• Integrative Planning, Inc.Cornelius$250⁠-⁠$500/hr
• Powell WealthCornelius$200⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 4 planners in Cornelius