Worth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550/hr

“AND CONSULTING SERVICES For Financial Planning and Consulting Services Worth charges either an hourly fee of $550 or fixed fee ranging from $1,250 to $250,000 based on complexity and unique client needs.”

Flat or project fee

$1,250⁠-⁠$250,000

From the same sentence as above.

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

How Worth Advisors bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Worth Advisors’ fees compare

• Its hourly rate of $550 is above the North Carolina median of $300. 97% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 34 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$250,000 spans the North Carolina median of $4,800. 100% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 34 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Worth Advisors

• Firm size: 15 employees.
• Registered as an adviser: 2021 (5 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

451

Employees

15

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$280,745,134

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156564

Website

worthadvisors.com (opens in new tab)

Phone

(704) 731-0121

Can advise clients in 20 states: California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Mississippi, North Carolina, Nebraska, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

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

Compare all 93 planners in Charlotte