Devryll Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“If we provide financial planning as a standalone service, our services will be billed hourly at a rate of $500.00 per hour.”

Monthly fee

$200⁠-⁠$750/mo

“For clients who want to receive ongoing advice as a standalone, they will be charged a monthly fee, in 7 arrears, between $200-$750 dollars per month, considering the complexity of their financial planning needs.”

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

How Devryll Wealth Management bills

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

• “All fees are negotiable. 5 Asset Management Services We offer asset management services using Fidelity LLC, Charles Schwab & Co., Inc.”
• “Investment Strategy Fee Devryll Wealth Management Investment Strategy Fee is charged monthly in arrears, and is based upon the value of a client’s assets under management (AUM).”
• “The Investment Strategy Fee is negotiable.”

How Devryll Wealth Management’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.
• 29 of the 34 other planners in Charlotte that publish an hourly rate charge less.

About Devryll Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

1.35% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,116,681

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331162

Website

devryllwealth.com (opens in new tab)

Phone

(336) 283-5036

Can advise clients in 2 states: Maryland, North Carolina

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

Compare all 93 planners in Charlotte