PB Wealth, LLC fees
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2026, PB Wealth, LLC (Charlotte, NC) charges $250 an hour, a flat or project fee of $1,000-$4,000, and an annual fee of $800-$4,000 for financial planning.
- Website: pbwealthmanagement.com (opens in new tab)
- Call (973) 229-4730
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Charlotte median of $300; 2 of the 19 other planners in Charlotte that publish an hourly rate charge less. Below the North Carolina median of $300; 19% of the 100 other planners in North Carolina charge less.
“The rate for hourly-billed financial planning advice is $250 per hour.”
- Flat or project fee
- $1,000-
$4,000 Below the Charlotte median of $5,150; 5 of the 19 other planners in Charlotte that publish a flat or project fee charge less. Below the North Carolina median of $5,000; 19% of the 86 other planners in North Carolina charge less.
“Most project-based financial planning fees range between $1,000 and $4,000, though some engagements may require a higher or lower fee based on the complexity and estimated time required.”
- Annual fee
- $800-
$4,000/yr Below the North Carolina median of $6,875; none of the 19 other planners in North Carolina that publish an annual fee charge less. None of the 6 other planners in Charlotte charge less.
“Most ongoing annual financial planning fees range between $800 and $4,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How PB Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It is important to note that all the fee schedules described in this section are negotiable.”
- “Typically, payment of the agreed-upon fee for the a la carte Empower sessions are due upon completion of the session.”
- “Hourly planning is designed for clients who do not require a full plan on all financial topics or who have specific, focused questions.”
About PB Wealth, LLC
Planning areas mentioned in the brochure
- Early retirement / FIRE
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 9
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $1.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 20, 2026
- CRD number
- 336597 (opens in new tab)
- Phone
- (973) 229-4730
Other planners in Charlotte that publish fees
- Oake Financial LLCCharlotteFlat $500-$2,500
- Davis Investment Partners, LLCCharlotteFlat $1,000-$10,000
- CreativeVest IncCharlotteFlat $2,500-$5,000
- Llewellyn Financial LLCCharlotteFlat $4,200-$50,000, Annual $7,800-$50,000/yr
- Goldfarb Wealth AdvisorsCharlotteHourly $150-$200/hr, Flat $500-$3,500
- Elbert Financial Consulting, Inc.CharlotteHourly $390/hr
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.