Alluvial Wealth Management fees and pricing
Financial planner in Matthews, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Alluvial Wealth Management charges a flat or project fee of $700 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $700
“Alluvial will charge a fixed fee for comprehensive financial planning services of $700 per plan as contracted for with the client in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alluvial Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Page 5 is not practical to directly deduct fees from the client account, clients will be sent an invoice on a quarterly basis for any outstanding advisory fees due, and the invoice is due upon receipt.”
How Alluvial Wealth Management’s fees compare
- Its flat or project fee of $700 is below the North Carolina median of $4,800. 8% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Matthews that publish a flat or project fee charge less.
About Alluvial Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2019 (7 years).
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
- 1.25% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $1,809,150
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305503
- Phone
- (704) 927-1492
Other planners in Matthews that publish fees
- Family Wealth Partners, LLCMatthews$200/hr, $2,500-$15,000
- Kubitree LLCMatthews$500
- Sapere Wealth Management, LLCMatthews$125-$500/hr, $1,000-$15,000
- Telos Wealth AdvisorsMatthews$300/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.