Firm
Hollingsworth Avent Averre & Purvis, PA
Raleigh, North Carolina
Fee-only
Hollingsworth Avent Averre & Purvis, PA at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the PFS.
- Its Form ADV reports 3 employees and 94 individual clients, 44 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 152 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Phone | (919) 848-4100 |
Hollingsworth Avent Averre & Purvis, PA fees
Hollingsworth Avent Averre & Purvis, PA 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $177 million |
| Individual clients | 50 |
| High-net-worth clients | 44 |
| Accounts managed | 152 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-113444) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 118943 |