Portus Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“We also provide financial planning services based upon an hourly rate of $400, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Flat or project fee

$5,000⁠-⁠$10,000

“We charge a fixed fee for financial planning services, which generally ranges between $5,000 to $10,000 for a more broad-based financial plan.”

Annual fee

$12,000/yr

“Our minimum annual fee is $12,000.”

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

How Portus Wealth Advisors, LLC bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “Fees for financial planning services are paid in two installments with one-half of the total fees charged due and payable in advance, and the remaining balance is due at the completion of the project.”

How Portus Wealth Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 26 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the North Carolina median of $4,800. 70% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 22 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the North Carolina median of $6,000. 73% of the 49 other North Carolina planners that publish an annual fee charge less.
• 8 of the 11 other planners in Charlotte that publish an annual fee charge less.

About Portus Wealth Advisors, LLC

• Firm size: 4 employees.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Minimum

$12,000 minimum fee (stated in brochure)

Clients

135

Employees

4

Works with

Individuals, high net worth individuals, charities, and insurance companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers

Assets managed

$204,131,262

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300558

Website

linkedin.com/company/portus-wealth-advisors (opens in new tab)

Phone

(704) 936-0084

Can advise clients in 8 states: Colorado, Florida, North Carolina, New Jersey, Pennsylvania, South Carolina, Texas, Virginia

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

Compare all 93 planners in Charlotte