Crown Wealth Group LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 10, 2026, Crown Wealth Group LLC charges a flat or project fee of $1,200-$120,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200-$120,000
“The negotiated annual fixed rate for client on-going financial planning/ Personal CFO services is between $1,200 to $120,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crown Wealth Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CWG's fees within five business days of signing the Investment Advisory Contract.”
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
How Crown Wealth Group LLC’s fees compare
- Its flat or project fee of $1,200-$120,000 spans the North Carolina median of $4,800. 98% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 33 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Crown Wealth Group LLC
“Before selecting other advisers for clients, CWG will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where CWG is recommending the adviser to clients. 2 On-going Financial Planning/ Personal CFO (“Chief Financial Officer”) Services CWG provides On-going Financial…”
- Firm size: 10 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Equity compensation
- 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
- 1.7% a year
- Clients
- 248
- 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, selecting other advisers, and other services
- Assets managed
- $502,353,310
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299732
- Phone
- (704) 360-3995
Can advise clients in 14 states: Arizona, California, Florida, Georgia, Louisiana, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, Texas, Virginia
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
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$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.