EQV Advisory

EQV Advisory at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 18 individual clients, 11 of them high net worth.
• Its average account is about $875,000 (assets it manages divided by its 122 accounts).

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

Facts

EQV Advisory fees

EQV Advisory 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

Advisors at this firm (5)

• Jonathan Autry

• Jonathan Wierman

• Katherine Skurski

  CFA

• Mark Paccione

  CFP · CFA

• Michael Ragsdale

  CFP