Tara Wealth fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Tara Wealth charges $400 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“If the client decides to cancel their engagement prior to receiving their financial plan, the client will be charged at a rate of $400/hour for time spent meeting with the client, communicating via email or phone, data gathering and fact-finding activities for the development of the financial plan prior to notice…”
- Flat or project fee
- $10,000
“The flat fee portion is calculated days in the month: $10,000 ÷ 365 x 30 days = $821.92”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tara Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are paid in advance on a monthly basis.”
- “The number of days in each month varies the fee will be prorated accordingly.”
- “Accounts terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Tara Wealth’s fees compare
- Its hourly rate of $400 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 6 of the 11 other planners in Durham that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 6 of the 10 other planners in Durham that publish a flat or project fee charge less.
About Tara Wealth
“Total Wealth Management TARA Wealth offers Total Wealth Management services, which include both investment management and comprehensive financial planning, for clients with at least $1 million in assets under our management.”
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
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
- Clients
- 36
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $13,395,135
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328427
- Phone
- (860) 883-5856
Can advise clients in 2 states: California, North Carolina
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Brooks Financial of North Carolina, LLCDurham$125/hr
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Center Peak FinancialDurham$500/hr, $2,000-$25,000
- Diversified Investment Services LLCDurham$50-$250
- Fryar FinancialDurham$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.