A4 Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Services are offered based on a negotiable fixed fee between $500 and $5,000 based on complexity and unique Client needs.”

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

How A4 Wealth Advisors LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “For fees paid directly to A4, the fees must be paid within ten (10) days following the conclusion of the calendar quarter in which the account is being billed.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How A4 Wealth Advisors LLC’s fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Huntersville that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the North Carolina median of $4,800. 32% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Huntersville that publish a flat or project fee charge less.

About A4 Wealth Advisors LLC

• Firm size: 7 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

587

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$213,703,027

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152397

Website

a4cfp.com (opens in new tab)

Phone

(704) 509-1141

Can advise clients in 10 states: California, Florida, Georgia, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Huntersville that publish fees

• Aerden LLCHuntersville$225/hr, $2,500
• Trusttree Financial LLCHuntersville$250/hr, $750⁠-⁠$10,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 7 planners in Huntersville