Goldfarb Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“GWA’s consulting fees are negotiable, but generally range from $500 to $3,500 on a fixed fee basis, and from $150 to $200 on an hourly rate basis, dependent upon the type and scope of services requested.”

Flat or project fee

$500⁠-⁠$3,500

From the same sentence as above.

Quarterly fee

$600⁠-⁠$1,000/qtr

“The fees are negotiable and run between $600 per quarter, or $2,400 per year, to $1,000 per quarter, or $4,000 per year, but maybe more if complex, multiple, or very large accounts are involved.”

Annual fee

$2,400⁠-⁠$4,000/yr

From the same sentence as above.

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

How Goldfarb Wealth Advisors bills

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

• “Investment advisory fees are billed quarterly, in advance, meaning that we invoice you at the beginning of the three-month calendar billing period.”
• “Fees for the initial and final billing period will be prorated for the number of days management services were provided.”
• “Payment in full is expected upon invoice presentation.”

How Goldfarb Wealth Advisors’ fees compare

• Its hourly rate of $150-$200 is below the North Carolina median of $300. 10% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 3 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 4 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
• Its annual fee of $2,400-$4,000 is below the North Carolina median of $6,000. 22% of the 49 other North Carolina planners that publish an annual fee charge less.
• 1 of the 11 other planners in Charlotte that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Goldfarb Wealth Advisors

• Principal: Dana B. Goldfarb
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$250,000 in assets (stated in brochure)

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$52,028,361

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170308

Website

goldfarbwealthadvisors.com (opens in new tab)

Phone

(704) 608-9219

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