Firm
Counterweight Private Wealth
Raleigh, North Carolina
Fee-only
Counterweight Private Wealth at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 87 individual clients, 57 of them high net worth.
- Its average account is about $497,000 (assets it manages divided by its 417 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | counterweightpw.com |
| [email protected] | |
| Phone | (919) 726-6113 |
Counterweight Private Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Yes, we typically partner with clients who have $2 million or more in investment assets." source
"Our clearly defined fees include comprehensive, tax-aware planning" 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 | $207 million |
| Individual clients | 30 |
| High-net-worth clients | 57 |
| Accounts managed | 417 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-128694) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 327880 |