Marquise Wealth Management, LLC fees and pricing

Financial planner in Charlotte, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Marquise Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Fees are based upon the nature and complexity of services and the estimated time required, based upon the Adviser’s hourly fee of $250.”

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

“Investment Management fees are computed based upon a percentage of assets and billed quarterly in arrears.”

Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
4 of the 34 other planners in Charlotte that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 33
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $38,871,915
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 164623
Website: marquisewealthmanagement.com (opens in new tab)
Phone: (704) 246-8402

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