Independent Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$20,000

“(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $20,000.”

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How Independent Wealth Advisors, LLC bills

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

• “For the initial fee deduction, LPL will deduct the IWA’s fee at the beginning of the quarter following the establishment of the Account and will include a prorated fee for the initial 6 quarter in addition to IWA’s quarterly fee for the upcoming quarter.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty, for full refund of IWA’s fees, within five business days of 7 signing the Investment Advisory Contract.”

How Independent Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $500-$20,000 spans the North Carolina median of $4,800. 81% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Cary that publish a flat or project fee charge less.

About Independent Wealth Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

256

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$195,338,422

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328786

Phone

(919) 749-7596

Can advise clients in 5 states: Florida, Georgia, North Carolina, Texas, Virginia

Other planners in Cary that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• Artifex Advisory Group, Inc.Cary$200/hr, $1,000⁠-⁠$5,000
• Awaken Financial Designs LLCCary$250/hr, $2,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Comperio Retirement Consulting, Inc.Cary$200⁠-⁠$350/hr, $1,000⁠-⁠$3,000

Compare all 21 planners in Cary