Strategic Wealth Management Solutions, LLC fees and pricing
Financial planner in Southern Shores, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Strategic Wealth Management Solutions, LLC charges an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000/yr
“In cases where SWMS accepts clients who do not have the required $1,000,000 in assets under management, the firm requires a minimum annual fee of $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Wealth Management Solutions, LLC’s fees compare
- Its annual fee of $4,000 is below the North Carolina median of $6,000. 27% of the 49 other North Carolina planners that publish an annual fee charge less.
About Strategic Wealth Management Solutions, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 24
- Employees
- 1
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $32,277,467
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150728
Can advise clients in 3 states: Louisiana, North Carolina, Virginia
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
Is something on this page wrong or out of date?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.