Wanderwealth Inc. fees and pricing
Financial planner in Hillsborough, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Wanderwealth Inc. charges an annual fee of $6,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000-$20,000/yr
“The base annual fee ranges from $6,000 to $20,000 per year and is stated in the client’s written agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wanderwealth Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is billed quarterly in arrears rather than monthly.”
- “Form ADV Part 2 — Firm Brochure All of WanderWealth Inc.’s fees are negotiable.”
- “The first and last billing periods are prorated by reference to the number of days in the quarter during which services were provided.”
How Wanderwealth Inc.’s fees compare
- Its annual fee of $6,000-$20,000 is above the North Carolina median of $6,000. 80% of the 49 other North Carolina planners that publish an annual fee charge less.
About Wanderwealth Inc.
“The firm believes this is the most objective way to offer financial advice. WanderWealth Inc. provides discretionary investment management and financial planning services to individuals and couples.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
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
- 2.4% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141509
- Phone
- (919) 280-1560
Other planners in Hillsborough that publish fees
- Personal Path Financial PlanningHillsborough$300/hr
- Scharl Advisory Services, Inc.Hillsborough$3,000/yr
- 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
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.