Legacy One Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“A negotiable hourly rate of $100 to $500 per hour or a fixed fee ranging from $250.00 - $2,500.00 depending on the complexity of the plan and other factors related to the client’s situation.”

Flat or project fee

$250⁠-⁠$2,500

From the same sentence as above.

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

How Legacy One Wealth Management bills

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

• “Fees will be payable monthly in arrears.”
• “If Client authorizes Advisor to use margin in managing the account, the market value of the account and the corresponding fee payable to Advisor will be increased.”
• “Fees are not collected for services to be performed more than three months in advance.”

How Legacy One Wealth Management’s fees compare

• Its hourly rate of $100-$500 spans the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the North Carolina median of $4,800. 13% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Legacy One Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284863

Phone

(336) 885-1902

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

Compare all 428 planners in North Carolina