Crown Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500 per hour.”

Flat or project fee

$500

“Households who do not meet this threshold, that wish to add financial planning to their asset management services, will incur a financial planning fee of $500.”

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

How Crown Private Wealth, LLC bills

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

• “This fee will be paid via Square payment services which allows you to pay via bank draft or credit card.”
• “Fees billed monthly in arrears will be calculated on the average daily balance of the Client Accounts over the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Crown Private Wealth, LLC’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the North Carolina median of $4,800. 5% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Crown Private Wealth, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• 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

1.95% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

138

Employees

3

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

$63,584,229

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311541

Website

crownprivatewealth.com (opens in new tab)

Phone

(704) 469-0200

Can advise clients in 3 states: North Carolina, South Carolina, West Virginia

Other planners in Mooresville that publish fees

• Evergreen Wealth ServicesMooresville$300/hr
• Everstar Asset Management, LLCMooresville$1,500
• 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

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