Amphora Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$800/hr

“For clients that do not wish to engage Adviser to provide ongoing portfolio management or advisory services, Adviser alternatively offers financial planning services on a flat fee basis of $10,000 to $50,000 per plan, or an hourly basis at $50 to $800 per hour.”

Flat or project fee

$10,000⁠-⁠$50,000

From the same sentence as above.

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

How Amphora Wealth Management, LLC bills

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

• “Fees are negotiable at Adviser’s sole discretion, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Fees are prorated based on the date that Client’s assets are first designated to be under Adviser’s management through the effective date of termination.”

How Amphora Wealth Management, LLC’s fees compare

• Its hourly rate of $50-$800 spans the North Carolina median of $300. 83% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 10 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$50,000 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.
• 7 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.

About Amphora Wealth Management, LLC

• Firm size: 3 employees.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Business owners
• 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

Highest asset based fee in brochure

1% a year

Clients

103

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$196,205,424

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157968

Website

amphorawealth.com (opens in new tab)

Phone

(919) 240-6111

Can advise clients in 2 states: North Carolina, Pennsylvania

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• 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

Compare all 21 planners in Chapel Hill