Wells Financial Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“We charge a fixed fee for financial planning services, which generally ranges between $500 - $5,000 and is based on the scope of work and the degree of complexity associated with the client's situation.”

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

How Wells Financial Management, LLC bills

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

• “Portfolio management fees are generally payable quarterly, in advance based on the value of the portfolio at the beginning of the quarter.”
• “If management begins after the start of a quarter, fees will be prorated accordingly.”
• “We do not require you to pay fees six or more months in advance.”

How Wells Financial Management, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the North Carolina median of $4,800. 32% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Wells Financial Management, LLC

• Principal: David Wells
• Firm size: 2 employees.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

96

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$132,662,488

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158030

Website

wellsfm.com (opens in new tab)

Phone

(828) 252-4144

Can advise clients in 3 states: Louisiana, North Carolina, Texas

Other planners in Asheville that publish fees

• Act AdvisorsAsheville$600/mo
• Colton Groome Financial Advisors, LLCAsheville$7,500⁠-⁠$12,000/yr
• Joel Adams and Associates Inc.Asheville$200⁠-⁠$500/hr
• 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

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