Townsend Asset Management Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly rates normally range from $250-$500. ii.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Townsend Asset Management Corp. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment Management Investment management services are normally billed based on a percentage of the value of the assets being managed.”
• “Our annual fees for investment management or wealth management services are prorated in the initial quarter to the account funding date.”
• “Fees for hourly services are billed upon the completion of the service.”

How Townsend Asset Management Corp.’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.
• 14 of the 23 other planners in Raleigh that publish an hourly rate charge less.

About Townsend Asset Management Corp.

• Firm size: 7 employees.
• Registered as an adviser: 1982 (44 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.1% a year

Clients

382

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$479,589,639

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108216

Website

northcarolinawealthmanagers.com (opens in new tab)

Phone

(919) 782-9689

Can advise clients in 6 states: Florida, Louisiana, North Carolina, South Carolina, Texas, Virginia

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

Compare all 55 planners in Raleigh