Hobart Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500 per hour.”

Flat or project fee

$2,500⁠-⁠$25,000

“Flat fees will range from $2,500 to $25,000.”

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

How Hobart Wealth bills

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

• “Except as otherwise described below, Advisory Fees are billed quarterly, in advance, based on the value of the account(s) on the last day of the previous quarter.”
• “Advisory Fees for services during the initial quarter in which the account is opened shall be a prorated fee calculated according to the days remaining in the quarter when the account is opened.”
• “Advisory Fees on amounts deposited during a quarter are payable upon the commencement of management of the account.”

How Hobart Wealth’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.
• Its flat or project fee of $2,500-$25,000 spans the North Carolina median of $4,800. 86% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 29 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Hobart Wealth

• Firm size: 18 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

Clients

725

Employees

18

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$558,230,116

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168494

Website

facebook.com/hobartfinancialgroup (opens in new tab)

Phone

(888) 553-0122

Can advise clients in 9 states: Florida, Georgia, Louisiana, Maryland, North Carolina, South Carolina, Tennessee, Texas, Virginia

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