Topsail Wealth Management LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 18, 2026, Topsail Wealth Management LLC charges a monthly fee of $250 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250/mo
“Fees for Other Services Offered Minimum fees for bookkeeping services are $250 per month.”
- Annual fee
- $10,000/yr
“Fees for trustee services are available for a minimum fee of $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Topsail Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There are certain circumstances where we would not group accounts together for billing purposes, but clients are made aware if their accounts are billed separately.”
- “Clients pay the Advisory Fee quarterly in advance.”
- “Otherwise, clients are invoiced for their quarterly Advisory Fee.”
How Topsail Wealth Management LLC’s fees compare
- Its annual fee of $10,000 is above the North Carolina median of $6,000. 63% of the 49 other North Carolina planners that publish an annual fee charge less.
- 6 of the 11 other planners in Charlotte that publish an annual fee charge less.
About Topsail Wealth Management LLC
“Topsail was founded to provide high-net worth and ultra-high-net worth families with comprehensive wealth management services.”
- Firm size: 5 employees.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $9,000 minimum fee (stated in brochure)
- Clients
- 206
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,309,690,152
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331098
- Phone
- (980) 308-9901
Can advise clients in 15 states: California, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Massachusetts, Missouri, North Carolina, Nebraska, New York, 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.