Ridgestone Wealth fees and pricing
Financial planner in Greensboro, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 3, 2026, Ridgestone Wealth charges $300 an hour and a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly fee services are offered based on an hourly fee of $300 per hour.”
- Flat or project fee
- $15,000
“Fixed fee services are offered based on a fixed fee to never exceed $15,000 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ridgestone Wealth 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 billing period.”
- “Fees for financial plans are billed upon completion of the plan.”
- “Fees are billed upon completion of the plan.”
How Ridgestone Wealth’s fees compare
- Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Greensboro that publish an hourly rate charge less.
- Its flat or project fee of $15,000 is above the North Carolina median of $4,800. 87% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in Greensboro that publish a flat or project fee charge less.
About Ridgestone Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342893
- Phone
- (336) 660-0070
Other planners in Greensboro that publish fees
- By Design Financial PlanningGreensboro$250/hr, $2,400-$6,000/yr
- Clef Financial, LLCGreensboro$1,000-$10,000
- Defining Legacy AdvisorsGreensboro$500-$10,000
- Legs FinancialGreensboro$3,600-$6,000, $7,200-$16,000/yr
- Level Wealth Management LLCGreensboro$200-$15,000
- Park Wealth Management, LLCGreensboro$150/hr
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.