Firm
Buoyant Financial
Charlotte, North Carolina
Fee-only
Buoyant Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients.
- Its average account is about $328,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | buoyantfinancial.com |
| Phone | (704) 756-0315 |
Buoyant Financial 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.
| Asset-based fee | 0.8% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge clients 0.80% on the portfolios we manage" source
"We charge clients 0.80% on the portfolios 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 | $28 million |
| Individual clients | 40 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 289156 |