Firm
CLW Financial Planning
Raleigh, North Carolina
Fee-only
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | clwfinancialplanning.com |
| Phone | (919) 749-3368 |
CLW Financial Planning 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 | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"WAA services start at 1% per year for the first $1 million you have us manage." source
"This set-up works best for clients who’ve accumulated some assets for management, say about $1 million or more." source
"WAA services start at 1% per year for the first $1 million you have us manage." source
"I always start with a Financial Plan. Plans run about $3,000 on average" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 297244 |