Provident Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$10,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 based on complexity and unique client needs.”

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

How Provident Wealth Management bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Provident Wealth Management’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Provident Wealth Management

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 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

2% a year

Clients

145

Employees

6

Works with

Individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$85,163,450

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299389

Website

provident-wealth.com (opens in new tab)

Phone

(336) 584-8884

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

Compare all 428 planners in North Carolina