Foss Wealth Management, Inc. fees and pricing
Financial planner in La Grange, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Foss Wealth Management, Inc. charges $200 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on an hourly fee of $200 per hour.”
- Flat or project fee
- $2,500
“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foss Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
- “Client will pay nothing to start with the balance payable after ninety (90) days.”
- “Fees for financial plans are due upon delivery of the financial plan.”
How Foss Wealth Management, Inc.’s fees compare
- Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Foss Wealth Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146006
- Phone
- (252) 526-8767
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
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.