Eden Family Wealth Group, LLC fees
Financial planner in Greensboro, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 28, 2026, Eden Family Wealth Group, LLC (Greensboro, NC) charges a flat or project fee of $1,500-$10,000 for financial planning.
- Website: edenfamilywealth.com (opens in new tab)
- Call (336) 355-8567
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change.
- Flat or project fee
- $1,500-
$10,000 Runs from below the Greensboro median of $5,150 to above it. Runs from below the North Carolina median of $5,000 to above it.
“Standalone financial planning engagements are available for a flat fee ranging from $1,500 to $10,000, depending on complexity and scope.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- EA
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Eden Family Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and set forth in a written advisory agreement.”
- “Fees for investment management are invoiced directly to clients and are payable by check, ACH, or other agreed method.”
- “Alternatively, clients may choose to be invoiced directly and may pay by check, ACH, or other agreed method.”
About Eden Family Wealth Group, LLC
“Eden Family Wealth Group, LLC (“EFWG”) is a North Carolina–based investment adviser that provides investment management and financial planning services to individuals, families, and small business owners.”
Planning areas mentioned in the brochure
- Tax planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $527,582
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 28, 2026
- CRD number
- 337370 (opens in new tab)
- Phone
- (336) 355-8567
Other planners in Greensboro that publish fees
- Level Wealth Management LLCGreensboroFlat $200-$15,000
- Simplified Wealth LLCGreensboroHourly $311/hr, Flat $2,000-$15,500
- Clef Financial, LLCGreensboroFlat $1,000-$10,000, Monthly $300-$1,500/mo
- Strategic Advisory PartnersGreensboroHourly $350/hr, Flat $500-$5,000
- Legs FinancialGreensboroFlat $3,600-$6,000, Annual $7,200-$16,000/yr
- By Design Financial PlanningGreensboroHourly $250/hr, Flat up to $6,000
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.