Park Wealth Management, LLC fees and pricing
Financial planner in Greensboro, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 12, 2026, Park Wealth Management, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The hourly fee for these services is $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Park Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of PWM’s fees, within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of PWM’s fees, within five business days of signing the Financial Planning Agreement.”
How Park Wealth Management, LLC’s fees compare
- Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
- None of the 5 other planners in Greensboro that publish an hourly rate charge less.
About Park Wealth Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2013 (13 years).
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% a year
- Clients
- 152
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $34,248,489
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170188
- Phone
- (336) 580-7274
Can advise clients in 2 states: North Carolina, Tennessee
Other planners in Greensboro that publish fees
- By Design Financial PlanningGreensboro$250/hr, $2,400-$6,000/yr
- Clef Financial, LLCGreensboro$1,000-$10,000
- Defining Legacy AdvisorsGreensboro$500-$10,000
- Legs FinancialGreensboro$3,600-$6,000, $7,200-$16,000/yr
- Level Wealth Management LLCGreensboro$200-$15,000
- Phoenix Financial Solutions, Inc.Greensboro$250/hr, $500
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.