WMC Capital Management, LLC fees and pricing
Financial planner in Concord, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, WMC Capital Management, LLC charges $350 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour.”
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500.00 and $5,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How WMC Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How WMC Capital Management, LLC’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 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 WMC Capital Management, LLC
- Principal: Rodney Harris
- Firm size: 2 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
- 1.5% a year
- Clients
- 340
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $16,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329845
- Phone
- (704) 782-7233
Other planners in Concord that publish fees
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- Cadence Wealth Partners, LLCConcord$3,000-$50,000
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 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.