Firm
Carolina Wealth Strategies
Cary, North Carolina
Fee-only
Carolina Wealth Strategies 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 135 individual clients, 43 of them high net worth.
- Its average account is about $154,000 (assets it manages divided by its 252 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | carolinawealthstrategies.com |
| [email protected] | |
| Phone | (919) 654-4599 |
Carolina Wealth Strategies fees
Carolina Wealth Strategies 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 · Hourly |
|---|---|
| Assets managed | $39 million |
| Individual clients | 92 |
| High-net-worth clients | 43 |
| Accounts managed | 252 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 172231 |