Granada Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consultation Project-based financial planning services are offered at a rate of $300 per hour.”

Annual fee

$3,000⁠-⁠$18,000/yr

“Fees for Advisory Services Financial Planning and Investment Management Services Annual Fee - $3,000 - $18,000 Granada is focused on providing comprehensive financial planning and investment management for a fixed annual fee based upon Granada's understanding of the complexity of a client’s financial situation and…”

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

How Granada Wealth Management, LLC bills

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

• “Fees are charged to each account quarterly, in advance of each calendar quarter.”
• “The investment advisory fee in the first quarter of service will be prorated from the inception date of the account[s] to the end of the first quarter.”
• “The annual fee is non-negotiable but may be waived.”

How Granada Wealth Management, LLC’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its annual fee of $3,000-$18,000 spans the North Carolina median of $6,000. 67% of the 49 other North Carolina planners that publish an annual fee charge less.

About Granada Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, EA, and CFA.
• Founded: 2008 (18 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% a year

Clients

76

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$171,378,044

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285812

Website

granadawm.com (opens in new tab)

Phone

(888) 928-9728

Can advise clients in 6 states: Kentucky, North Carolina, Ohio, South Carolina, Tennessee, Texas

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

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