Deliberate Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$9,000

“The annual fee for Ongoing Financial Planning services typically begins at $9,000, though the total cost is customized based on the specific scope of the engagement.”

Annual fee

$3,000/yr

“In certain cases, DW may offer Ongoing Financial Planning to children of current advisory Clients for a reduced annual fee of $3,000.”

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

How Deliberate Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “While DW maintains a standard fee schedule, fees are negotiable at their sole discretion based on the totality of the relationship and the specific needs of the Client.”
• “The annual advisory fee is billed quarterly in advance.”

How Deliberate Wealth’s fees compare

• Its flat or project fee of $9,000 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.
• Its annual fee of $3,000 is below the North Carolina median of $6,000. 18% of the 49 other North Carolina planners that publish an annual fee charge less.

About Deliberate Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate 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

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340396

Website

deliberatewealthmanagement.com (opens in new tab)

Phone

(336) 439-6837

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