Wolfbridge Wealth fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wolfbridge Wealth charges $350-$750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$750/hr
“Depending upon the complexity of the situation and the needs of the client, the fixed fee for financial planning services may range between $350.00 and $750.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wolfbridge Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable in certain cases and are charged in advance on a quarterly basis, based on average daily account balance.”
- “The first advisory fee will be assessed on pro-rata basis taking into account the time for which the account was not managed and the time left in the quarter.”
- “Clients may elect to be billed directly for fees or to authorize us to directly debit fees from their account.”
How Wolfbridge Wealth’s fees compare
- Its hourly rate of $350-$750 is above the North Carolina median of $300. 97% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 11 of the 11 other planners in Durham that publish an hourly rate charge less.
About Wolfbridge Wealth
- Firm size: 3 employees.
- Founded: 2008 (18 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
- 2% a year
- Clients
- 49
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $88,912,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148317
- Phone
- (919) 267-6740
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Brooks Financial of North Carolina, LLCDurham$125/hr
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Center Peak FinancialDurham$500/hr, $2,000-$25,000
- Diversified Investment Services LLCDurham$50-$250
- Fryar FinancialDurham$150/hr
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.