Firm
Laurel Wealth Advisors
Charlotte, North Carolina
Fee-only
Laurel Wealth Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 7 advisors are listed here; 2 of 7 hold the CFP.
- Its Form ADV reports 9 employees and 520 individual clients, 244 of them high net worth.
- Its average account is about $775,000 (assets it manages divided by its 1,429 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Phone | (704) 927-4379 |
Laurel Wealth Advisors fees
Laurel Wealth Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 276 |
| High-net-worth clients | 244 |
| Accounts managed | 1,429 |
| Employees | 9 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-69151) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 118469 |