Firm
30/40 Wealth
Cornelius, North Carolina
Fee-only
Facts
| Based in | Cornelius, North Carolina |
|---|---|
| Website | 3040wealth.com |
| Phone | (415) 275-0403 |
30/40 Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,500 a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fees from $12,500 a year, based on the assets we manage" source
"You have $2M+ in company equity, including options" source
"Fees from $12,500 a year, based on the assets we manage" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $107 million |
| Individual clients | 17 |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 311073 |