Wealthpoint Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

Up to $500/hr

“Financial planning services billed on an hourly basis can range from $0 - $500 per hour, depending on the experience and qualifications of the IAR.”

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fees range from $2,500 to $10,000 per plan.”

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

How Wealthpoint Advisors bills

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

• “Fees are negotiable and will vary depending upon the complexity of the client’s situation and services to be provided.”
• “Upon termination, any prepaid Planner fees will be prorated, and the unused portion shall be returned to Client.”
• “Also, if any fees are due in arrears, they will be prorated and invoiced to the Client.”

How Wealthpoint Advisors’ fees compare

• Its hourly rate of up to $500 spans the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the North Carolina median of $4,800. 65% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Wealthpoint Advisors

• Firm size: 7 employees.
• Registered as an adviser: 2024 (2 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

1.3% a year

Clients

375

Employees

7

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$147,097,327

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332312

Website

wealthpointadvisorsnc.com (opens in new tab)

Phone

(704) 675-5300

Can advise clients in 5 states: Florida, North Carolina, Pennsylvania, South Carolina, Texas

Other planners in North Carolina that publish fees

• 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
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina