Charles Michael Financial LLC

Charles Michael Financial LLC 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 69 employees and 721 individual clients, 182 of them high net worth.
• Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

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

Facts

Charles Michael Financial LLC fees

Charles Michael Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, hourly, percentage of assets, one-time plans or projects. 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

Advisors at this firm (1)

• Charles Feehely

  CFP · MSFP