Miner Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The specific fixed fee is based on several factors, including: the number of accounts and entities, including business entities, involved in the engagement; whether the client is single or married; the complexity of the client's tax situation, including the presence of Schedule C or K-1 business income,…”

Flat or project fee

$4,500⁠-⁠$50,000

“The fixed fee can range from $4,500 to $50,000, depending on complexity and the needs of the client.”

Monthly fee

$2,500/mo

“The Plan Sponsor will pay the annual flat fee of $2,500 monthly in arrears through receipt of an invoice.”

Annual fee

$10,800⁠-⁠$100,000/yr

“Ongoing Comprehensive Financial Planning may be included without incurring an additional fee for clients engaging us for Investment Management Services. 12 Miner Wealth Management, LLC Form ADV Part 2A & 2B - Firm Brochure & Brochure Supplement Ongoing Comprehensive Financial Planning Ongoing Comprehensive…”

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

How Miner Wealth Management bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer (EFT) or check.”
• “An Advisory Contract may be terminated with written notice at least 5 calendar days in advance.”

How Miner Wealth Management’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.
• 16 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $4,500-$50,000 spans the North Carolina median of $4,800. 95% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 20 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
• Its annual fee of $10,800-$100,000 is above the North Carolina median of $6,000. 100% of the 49 other North Carolina planners that publish an annual fee charge less.
• 5 of the 5 other planners in Raleigh that publish an annual fee charge less.

About Miner Wealth Management

• Principal: Matthew Miner
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

48

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$36,778,607

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315421

Website

workpantsfinance.com (opens in new tab)

Phone

(919) 210-4773

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

Compare all 55 planners in Raleigh