Firm
Atlantic
Chapel Hill, North Carolina
Fee-only
Atlantic at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 206 individual clients, 128 of them high net worth.
- Its average account is about $668,000 (assets it manages divided by its 1,339 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | atlanticpwa.com |
| Phone | (919) 968-2977 |
Atlantic fees
Atlantic 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 · Fixed fees |
|---|---|
| Assets managed | $894 million |
| Individual clients | 78 |
| High-net-worth clients | 128 |
| Accounts managed | 1,339 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120757) |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 311517 |