Absher Wealth Management, LLC fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 20, 2026, Absher Wealth Management, LLC charges a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Absher Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
- “For stand-alone financial planning services, the agreement between Absher Wealth Management and the client will terminate upon delivery of the plan or completion of the service.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee. 9 Fees for our advisory services generally require you to pay investment advisory fees in advance of receiving services.”
How Absher Wealth Management, LLC’s fees compare
- Its flat or project fee of $20,000 is above the North Carolina median of $4,800. 91% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.
About Absher Wealth Management, LLC
“About Our Firm Absher Wealth Management, LLC (“Absher Wealth Management”) is a fee-only registered investment adviser that provides investment management and financial advisory services to individual investors to help them achieve their financial needs and goals.”
- Firm size: 9 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 1.1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 665
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,260,905,144
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304642
- Phone
- (919) 283-2340
Can advise clients in 16 states: Arkansas, California, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, Ohio, South Carolina, Texas, Utah, Virginia
Other planners in Chapel Hill that publish fees
- Amphora Wealth Management, LLCChapel Hill$50-$800/hr, $10,000-$50,000
- Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500-$50,000/yr
- CH Capital ManagementChapel Hill$250/hr, $5,000
- Frazier Financial Consultants, LLCChapel Hill$300/hr
- Hilltop Wealth Advisors, LLCChapel Hill$5,000-$50,000
- Maze Financial PlanningChapel Hill$350/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.