Whitener Capital Management, Inc fees and pricing
Financial planner in Rocky Mount, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Whitener Capital Management, Inc charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“WCM charges an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Whitener Capital Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management fees shall be prorated for each capital contribution and/or withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals under $1,000).”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Whitener Capital Management, Inc’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.
About Whitener Capital Management, Inc
- Firm size: 9 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 1987 (39 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 800
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $598,471,988
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106865
- Phone
- (252) 972-8909
Can advise clients in 12 states: California, Florida, Georgia, Louisiana, Maryland, North Carolina, New York, Rhode Island, South Carolina, Texas, Virginia, West Virginia
Other planners in Rocky Mount that publish fees
- Emerald Asset Management, Inc.Rocky Mount$500/hr, $1,500-$10,000
- 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
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.