Wake Wealth Management Co. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly fee for these services is $500.”

Flat or project fee

$2,000⁠-⁠$8,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,000 and $8,000.”

Quarterly fee

$250⁠-⁠$5,000/qtr

“Depending upon the complexity of the situation and the needs of the client the fee for continuous financial planning services is between $250 and $5,000 per quarter.”

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

How Wake Wealth Management Co. bills

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

• “Because fees are charged in arrears, no refund is necessary, and the final fee will be assessed at the end of the quarter of termination.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement or Investment Advisory Agreement.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Wake Wealth Management Co.’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 16 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$8,000 spans the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 7 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Wake Wealth Management Co.

• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

46

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,556,617

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159170

Website

wakewealth.com (opens in new tab)

Phone

(919) 570-3300

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