Counterweight Private Wealth fees and pricing
Financial planner in Wilmington, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Counterweight Private Wealth charges a flat or project fee of $2,500-$50,000 for financial planning.
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.
- Flat or project fee
- $2,500-$50,000
“For relationships involving less assets under management, the services are offered for a fixed fee ranging from $2,500 to $50,000 based upon the nature and complexity of the client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Counterweight Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will send you an invoice detailing the fee calculation.”
- “Fees are due in full 15 days after receipt of the invoice.”
How Counterweight Private Wealth’s fees compare
- Its flat or project fee of $2,500-$50,000 spans the North Carolina median of $4,800. 93% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 7 of the 8 other planners in Wilmington that publish a flat or project fee charge less.
About Counterweight Private Wealth
“Counterweight PW offers asset management and financial planning with an emphasis on building portfolios designed to meet the needs of our clients.”
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1.4% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 87
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $207,187,212
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327880
- Phone
- (919) 726-6124
Can advise clients in 3 states: Florida, North Carolina, Texas
Other planners in Wilmington that publish fees
- Ascendor Wealth, LLCWilmington$2,000, $500/qtr
- Dovetail Financial Group LLCWilmington$300/hr, $2,500-$7,500
- Live Oak Private Wealth, LLCWilmington$250-$500/hr, $500-$150,000
- Lumina Wealth Management, LLCWilmington$100-$250/hr, $500-$5,000
- Masonboro AdvisorsWilmington$250/hr
- Rock Financial Planning, LLCWilmington$200/hr, $5,000/yr
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.