Terra Wealth fees and pricing
Financial planner in High Point, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Terra Wealth charges $250-$500 an hour 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
- $250-$500/hr
“Hourly rates may generally range from $250 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Terra Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Quarterly fees are billed based on the assets under management at the end of the previous Billing Period.”
- “Monthly fees are billed based on the average daily balance throughout Billing Period.”
- “Terra Wealth’s advisor fees are negotiable and are based on several factors as described below.”
How Terra Wealth’s fees compare
- Its hourly rate of $250-$500 spans the North Carolina median of $300. 77% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Terra Wealth
- Firm size: 13 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- 2% a year
- Clients
- 572
- Employees
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $152,005,349
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 320643
- Phone
- (305) 928-3772
Can advise clients in 16 states: Arizona, Florida, Georgia, Iowa, Indiana, Maryland, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
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.