PlannerFees

Accruent Wealth Advisors fees and pricing

Financial planner in Winston-salem, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Accruent Wealth Advisors charges a flat or project fee of $950⁠-⁠$1,500, a quarterly fee of $400, and an annual fee of $6,900⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$950⁠-⁠$1,500
“The cost for a Financial Tune Up is a flat fee between $950 and $1,500 depending on the complexity and type of analysis done.”
Quarterly fee
$400/qtr
“Fees are subject to a minimum of $400 per quarter.”
Annual fee
$6,900⁠-⁠$50,000/yr
“Wealth Management Retainer Agreement Fee range of the WM Retainer: $6,900 - $50,000 Add-ons, credits, and miscellaneous adjustments:”

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

How Accruent Wealth Advisors bills

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

  • “Fees are calculated annually and payable quarterly, in advance.”
  • “Fees may be negotiable at the sole discretion of AWA.”
  • “All fees are generally non-negotiable and are paid as described above, directly by the client.”

How Accruent Wealth Advisors’ fees compare

  • Its flat or project fee of $950-$1,500 is below the North Carolina median of $4,800. 12% of the 172 other North Carolina planners that publish a flat or project fee charge less.
  • 1 of the 3 other planners in Winston-salem that publish a flat or project fee charge less.
  • Its annual fee of $6,900-$50,000 is above the North Carolina median of $6,000. 92% of the 49 other North Carolina planners that publish an annual fee charge less.

About Accruent Wealth Advisors

“Wealth Management Group, Inc. also known as Accruent Wealth Advisors (“AWA” or “Advisor”) is a fee-only financial planning firm that specializes in providing personalized, confidential financial planning and investment management to individuals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 1999 (27 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
Minimum
$250 minimum fee (stated in brochure)
Clients
138
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$197,724,593
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
113706
Website
facebook.com/accruentadvisors (opens in new tab)
Phone
(336) 760-4829

Can advise clients in 2 states: North Carolina, Texas

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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.