Wilson Wealth Management Group, L. L. C. fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Wilson Wealth Management Group, L. L. C. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly financial planning services are generally billed at a rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wilson Wealth Management Group, L. L. C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are billed and payable in advance.”
- “Any applicable refund policy is described in the client's advisory agreement Refund Policy Financial planning fees are paid in advance.”
How Wilson Wealth Management Group, L. L. C.’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.
- 4 of the 34 other planners in Charlotte that publish an hourly rate charge less.
About Wilson Wealth Management Group, L. L. C.
“RightCapital.com is employed to enhance the accuracy, efficiency, and comprehensiveness of the financial planning services we provide to our clients . 4 Cash Flow and Debt Management: Our use of RightCapital.com empowers us to conduct a comprehensive review of your”
- Firm size: 5 employees.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 3% a year
- Clients
- 480
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and other services
- Assets managed
- $50,737,501
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132912
- Phone
- (704) 327-3189
Can advise clients in 6 states: Georgia, Maryland, North Carolina, South Carolina, Tennessee, Texas
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$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.