Calamita Wealth Management fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Calamita Wealth Management charges a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$15,000
“One-Time, Standalone Financial Planning fees are typically $5,000 to $15,000 for a written financial plan, depending upon the complexity of the client’s financial circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Calamita Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be prorated for capital contributions and withdrawals of $15,000 or more made during the applicable calendar quarter.”
- “Accounts initiated during the calendar quarter will be charged a prorated fee.”
- “Otherwise, clients may terminate their account at any time, in which case fees will be prorated up to and include the termination date which is evidenced by receipt of written instructions from the client.”
How Calamita Wealth Management’s fees compare
- Its flat or project fee of $5,000-$15,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 26 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Calamita Wealth Management
“Calamita Wealth Management Inc. (“CWM”) was formed in 2010 and provides financial planning and investment management services to its clients.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 109
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $138,154,787
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153316
- Phone
- (704) 276-7325
Can advise clients in 3 states: North Carolina, Ohio, Texas
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Cannon AdvisorsCharlotte$1,500-$5,000
- Cornerstone Wealth PlanningCharlotte$250/hr, $250-$5,000
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.