Powell Wealth fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$400/hr

“The hourly fee for these services is between $200 and $400, depending upon the complexity of the situation and the needs of the client.”

Flat or project fee

$2,500⁠-⁠$25,000

“The rate for pension consulting services is between $2,500 and $25,000, depending upon the complexity of the situation and the needs of the client.”

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

How Powell Wealth bills

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

• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients can terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
• “Third-party adviser fees are billed separate from fees charged by PW.”

How Powell Wealth’s fees compare

• Its hourly rate of $200-$400 spans the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the North Carolina median of $4,800. 86% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Powell Wealth

• Firm size: 3 employees.
• Registered as an adviser: 2015 (11 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

1.25% a year

Clients

98

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$229,200,273

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144230

Website

linkedin.com/company/powellwealth (opens in new tab)

Phone

(704) 439-0027

Other planners in Cornelius that publish fees

• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• Integrative Planning, Inc.Cornelius$250⁠-⁠$500/hr
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 4 planners in Cornelius