Firm
Goldfarb Wealth Advisors
Charlotte, North Carolina
Fee-only
Goldfarb Wealth Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients, 23 of them high net worth.
- Its average account is about $963,000 (assets it manages divided by its 54 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the North Carolina median of $4,500.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | goldfarbwealthadvisors.com |
| Phone | (704) 608-9219 |
Goldfarb Wealth Advisors 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.
| Ongoing planning | From $2,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our standard investment advisory fees are fixed and typically run between $500 and $1,000 per quarter." source
"Our standard investment advisory fees are fixed and typically run between $500 and $1,000 per quarter." source
"Our standard investment advisory fees are fixed and typically run between $500 and $1,000 per quarter." source
"Our standard investment advisory fees are fixed and typically run between $500 and $1,000 per quarter." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $52 million |
| Individual clients | 4 |
| High-net-worth clients | 23 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 18, 2026 |
| SEC record | CRD 170308 |