Sapere Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$125⁠-⁠$500/hr

“These fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis and/or from $125 to $500 on an hourly basis, depending upon the level and scope of the services and the professional rendering them.”

Flat or project fee

$1,000⁠-⁠$15,000

From the same sentence as above.

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

How Sapere Wealth Management, LLC bills

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

• “The fee is prorated and charged quarterly in arrears, based upon the market value of the assets on the close of the prior billing period.”
• “Further, the varying level of fees payable to Axos provides an incentive or disincentive for Sapere to recommend a particular strategy or service.”
• “Fees are prorated through the date of termination and any remaining balance is charged or refunded to the client, as appropriate.”

How Sapere Wealth Management, LLC’s fees compare

• Its hourly rate of $125-$500 spans the North Carolina median of $300. 64% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Matthews that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the North Carolina median of $4,800. 74% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Matthews that publish a flat or project fee charge less.

About Sapere Wealth Management, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

227

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting

Assets managed

$604,819,704

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119598

Website

sapere.com (opens in new tab)

Phone

(704) 321-5244

Can advise clients in 11 states: California, Florida, Georgia, Iowa, Illinois, Maryland, Minnesota, North Carolina, South Carolina, Texas, Virginia

Other planners in Matthews that publish fees

• Alluvial Wealth ManagementMatthews$700
• Family Wealth Partners, LLCMatthews$200/hr, $2,500⁠-⁠$15,000
• Kubitree LLCMatthews$500
• Telos Wealth AdvisorsMatthews$300/hr

Compare all 7 planners in Matthews