Carolina Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate for limited scope engagements is $250 (plus expenses).”

Flat or project fee

$2,500

“The maximum fixed fee will not exceed $2,500.”

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

How Carolina Wealth Management, Inc. bills

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

• “Billing Investment management fees are billed monthly or quarterly, in arrears, based on the value of the account on the last day of the quarter.”
• “Individuals are billed on a quarterly basis, while 401(k) plans are billed on a quarterly or monthly basis, based upon the preference of the record keeper of the plan.”
• “For institutional clients that require invoicing, payment in full is expected upon invoice presentation.”

How Carolina Wealth Management, Inc.’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Carolina Wealth Management, Inc.

• Firm size: 10 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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

587

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$798,455,655

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

131393

Website

mycarolinawealth.com (opens in new tab)

Phone

(252) 439-1344

Can advise clients in 7 states: Florida, Georgia, North Carolina, New York, South Carolina, Texas, Virginia

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina