Private Wealth Management of North Carolina LLC fees and pricing
Financial planner in Henderson, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Private Wealth Management of North Carolina LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our Firm provides financial planning services under an hourly fee arrangement, not to exceed $500/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Private Wealth Management of North Carolina LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in arrears or in advance based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
- “The Client may pay the fees owed for the financial planning services by submitting payment directly via Advice Pay or Check.”
How Private Wealth Management of North Carolina LLC’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.
About Private Wealth Management of North Carolina LLC
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, independent third-party money management, and retirement services.”
- Firm size: 3 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 267
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $162,758,782
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149889
- Phone
- (252) 492-8694
Can advise clients in 2 states: North Carolina, Texas
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.