Firm
Jarrod Adams Investing
Mooresville, North Carolina
Fee-only
Jarrod Adams Investing at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 129 individual clients, 17 of them high net worth.
- Its average account is about $265,000 (assets it manages divided by its 321 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 | Mooresville, North Carolina |
|---|---|
| Website | adamsinvesting.com |
| Phone | (704) 996-4243 |
Jarrod Adams Investing 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.
| Account minimum | $500,000 |
|---|
In the firm's words
"$500,000 minimum investable assets" 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 |
|---|---|
| Assets managed | $85 million |
| Individual clients | 112 |
| High-net-worth clients | 17 |
| Accounts managed | 321 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 164119 |