Ridgeline Wealth Advisors, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Fee and Fixed Fee Arrangements Additionally, upon request, Ridgeline Wealth Advisors can provide asset management services under an hourly fee arrangement of $500 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.”

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

How Ridgeline Wealth Advisors, LLC. bills

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

• “If you open an account at any time other than the start of the billing period, fees are prorated according to the number of days your account is serviced during that initial billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period is based on the value of the Account when services commence, due immediately, and deducted from Account when services commence.”
• “There will be a prorated fee calculation for money movements in to and out of the account each quarter.”

How Ridgeline Wealth Advisors, 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.
• 16 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the North Carolina median of $4,800. 57% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 8 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Ridgeline Wealth Advisors, LLC.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.5% a year

Clients

199

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$189,030,298

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284843

Website

linkedin.com/in/lifeinmotion (opens in new tab)

Phone

(919) 782-0494

Can advise clients in 4 states: North Carolina, Tennessee, Texas, Virginia

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

Compare all 55 planners in Raleigh