Sparta Wealth Partners fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, Sparta Wealth Partners charges $500 an hour and an annual fee of $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The negotiated hourly fee for these services is no more than 9 $500.”
- Annual fee
- $30,000/yr
“The negotiated fixed rate for creating client financial plans is a maximum annual fee of $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sparta Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged monthly in advance or arrears.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “For fees charged in arrears, they are based on the market value of the assets on the last business day of the month.”
How Sparta Wealth Partners’ 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.
- 29 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- Its annual fee of $30,000 is above the North Carolina median of $6,000. 98% of the 49 other North Carolina planners that publish an annual fee charge less.
- 11 of the 11 other planners in Charlotte that publish an annual fee charge less.
About Sparta Wealth Partners
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 190
- Employees
- 8
- 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 businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $315,814,477
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 318036
- Phone
- (704) 575-1148
Can advise clients in 9 states: Arizona, California, Florida, Louisiana, Massachusetts, North Carolina, Ohio, South Carolina, Texas
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.