Firm
Mauney-Pitt Financial Management
Shelby, North Carolina
Fee-only
Mauney-Pitt Financial Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 6 employees and 700 individual clients, 150 of them high net worth.
- Its average account is about $283,000 (assets it manages divided by its 1,479 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Shelby, North Carolina |
|---|---|
| Website | mauney-pitt.com |
| Phone | (704) 481-0101 |
Mauney-Pitt Financial Management fees
Mauney-Pitt Financial Management 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 |
|---|---|
| Assets managed | $418 million |
| Individual clients | 550 |
| High-net-worth clients | 150 |
| Accounts managed | 1,479 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-134536) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 337870 |