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Wellspent public graph/Firms/Cadger Wealth Advisors
Firm

Cadger Wealth Advisors

Carolina Beach, North Carolina

Fee-only

Cadger Wealth Advisors at a glance

  • One of 278 fee-only firms based in North Carolina in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 43 individual clients, 2 of them high net worth.
  • Its average account is about $270,000 (assets it manages divided by its 43 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Based inCarolina Beach, North Carolina
Websitecadgerwealthadvisors.com
Phone(209) 400-4615

Cadger Wealth Advisors fees

Cadger Wealth Advisors 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$12 million
Individual clients41
High-net-worth clients2
Accounts managed43
Employees1
Planning clients0
Financial planningOffered
Form ADV filedFebruary 16, 2026
SEC recordCRD 312033

Advisors at this firm (1)