PlannerFees

Ark Royal Wealth Management LLC fees

Financial planner in Raleigh, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 5, 2026, Ark Royal Wealth Management LLC (Raleigh, NC) charges $385 an hour and a flat or project fee of $2,000⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change.

Hourly rate
$385/hr

Above the Raleigh median of $300; 9 of the 13 other planners in Raleigh that publish an hourly rate charge less. Above the North Carolina median of $300; 85% of the 100 other planners in North Carolina charge less.

“On occasion ARWM may do financial planning/consulting on an hourly arrangement of $385 per hour.”
Flat or project fee
$2,000⁠-$7,500

Runs from below the Raleigh median of $3,750 to above it. Runs from below the North Carolina median of $5,000 to above it.

“Fixed fees range from $2,000 to $7,500 per project.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
4 employees

How Ark Royal Wealth Management LLC bills

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

  • “Asset Management – Fees are charged in advance and are based primarily on asset size and the level of complexity of the services provided.”
  • “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
  • “Ark Royal Wealth Management LLC also sends quarterly invoices detailing the manner and amount of advisory fees to all clients.”

About Ark Royal Wealth Management LLC

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients
81
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed
$169 million
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported on Form ADV as of October 5, 2026
CRD number
175151 (opens in new tab)
Website
ark-wealth.com (opens in new tab)
Phone
(919) 710-8665

Registered or notice filed in 3 states: California, 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.