Firm
7PW Wealth
Charlotte, North Carolina
Fee-only
7PW Wealth at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 47 individual clients, 7 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 118 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | 7pwwealth.com |
| Phone | (336) 480-5148 |
7PW Wealth fees
7PW Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $39 million |
| Individual clients | 40 |
| High-net-worth clients | 7 |
| Accounts managed | 118 |
| Employees | 4 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 323511 |