Firm
Mike Adams Financial Advisors
Mooresville, North Carolina
Fee-only
Mike Adams Financial Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 3 individual clients.
- Its average account is about $31,000 (assets it manages divided by its 4 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Mooresville, North Carolina |
|---|---|
| Website | mikeadamsadvisors.com |
| [email protected] | |
| Phone | (980) 636-4544 |
Mike Adams Financial 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.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$0 – $500,000 0.85%" source
"$10,000,001 – AND UP 0.50% (negotiable)" source
"the following annual portfolio management fees apply:" source
"The negotiated hourly fee for these services is between $200 and $300." 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 · Hourly |
|---|---|
| Assets managed | $0 million |
| Individual clients | 3 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 323923 |