Firm
Glass Lake Wealth Management
Huntersville, North Carolina
Fee-only
Glass Lake Wealth Management 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 28 individual clients, 12 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 91 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Huntersville, North Carolina |
|---|---|
| Website | glasslakewealth.com |
| Phone | (608) 347-5558 |
Glass Lake Wealth Management fees
Glass Lake Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 16 |
| High-net-worth clients | 12 |
| Accounts managed | 91 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 308121 |