Wellness Financial Associates LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Wellness Financial Associates LLC charges $250 an hour and a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Wellness assesses an hourly rate of $250 an hour for consulting related financial planning services.”
- Flat or project fee
- $250
“The minimum hourly planning fee is $250, and it is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wellness Financial Associates LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An estimated fee for planning services will be agreed upon in advance in writing and one half of the fee will be due at that time.”
- “An estimated fee for planning services will be agreed upon in advance in writing and one half of the fee will be due at that time.”
- “Upon notice of termination, Hourly Financial Planning fees will be prorated based upon the number of hours that services were rendered.”
How Wellness Financial Associates LLC’s fees compare
- Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 2 of the 9 other planners in Cary that publish an hourly rate charge less.
- Its flat or project fee of $250 is below the North Carolina median of $4,800. 1% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 13 other planners in Cary that publish a flat or project fee charge less.
About Wellness Financial Associates LLC
“Wellness offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. Wellness may offer comprehensive planning services, or the client may desire advice on certain planning components;”
- Principal: Charles Galt
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171902
- Phone
- (919) 714-9555
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
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.