Timeless Wealth Management fees and pricing
Financial planner in Raleigh, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Timeless Wealth Management charges $175 an hour and a flat or project fee of $125-$550 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Services are offered based on an hourly fee of $175 per hour.”
- Flat or project fee
- $125-$550
“Services are offered based on a flat fee between $125 and $550.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Timeless Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on an average daily balance of the account for the previous quarter.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Timeless Wealth Management’s fees compare
- Its hourly rate of $175 is below the North Carolina median of $300. 10% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 1 of the 23 other planners in Raleigh that publish an hourly rate charge less.
- Its flat or project fee of $125-$550 is below the North Carolina median of $4,800. 2% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 20 other planners in Raleigh that publish a flat or project fee charge less.
About Timeless Wealth Management
“Timeless Wealth Management offers discretionary and non-discretionary asset management services to advisory Clients. Timeless Wealth Management will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance.”
- Firm size: 2 employees.
- Founded: 2015 (11 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
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299128
- Phone
- 919-977-7741 EXT1001
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Financial Strategies Corp.Raleigh$400/hr
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
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.