Brodie Wealth Management fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 2, 2026, Brodie Wealth Management charges a flat or project fee of up to $25,000 and a quarterly fee of $500-$12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $25,000
“Fees for financial planning services typically range from $0 to $25,000 and are negotiable, depending on the complexity and scope of the engagement.”
- Quarterly fee
- $500-$12,500/qtr
“The fee range is from $500 to $12,500 per quarter based on the value of the assets under advisement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brodie Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee for both wealth and asset management services is negotiable.”
- “Any unearned advisory or financial planning fees collected in advance will be refunded on a pro-rata basis if a client terminates the agreement before the end of the billing cycle.”
- “Wealth management fees are billed quarterly in arrears, as described below.”
How Brodie Wealth Management’s fees compare
- Its flat or project fee of up to $25,000 spans the North Carolina median of $4,800. 84% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 12 of the 13 other planners in Cary that publish a flat or project fee charge less.
About Brodie Wealth Management
“Wealth Management Strategies Brodie Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College 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
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $379,226
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337256
- Phone
- (919) 749-3908
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
- Eustace AdvisorsCary$200/hr, $2,000
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.