Mansa Wealth Advisory, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 2, 2026, Mansa Wealth Advisory, LLC charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Mansa Wealth Advisory, LLC offers financial planning services at an hourly rate of $275 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mansa Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Time is billed in increments of 15 minutes. 6 Following an initial assessment of the client's needs, Mansa Wealth Advisory will provide an estimate of the expected hours required to complete the engagement.”
- “In the event a client terminates the engagement before completion, fees for services already performed will remain due and payable.”
- “Fees may be paid by electronic funds transfer, credit card, or check.”
How Mansa Wealth Advisory, LLC’s fees compare
- Its hourly rate of $275 is below the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 13 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mansa Wealth Advisory, LLC
“We provide financial planning services covering a broad range of financial topics, including retirement planning, investment analysis, risk management, education funding, cash flow and debt management, tax planning, employee benefits analysis, and estate planning, among others.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343127
- Phone
- (864) 200-8576
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.