Firm
Miner Wealth Management, LLC
Raleigh, North Carolina
Fee-only
Miner Wealth Management, LLC 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 CFP.
- Its Form ADV reports 3 employees and 48 individual clients, 13 of them high net worth.
- Its average account is about $178,000 (assets it manages divided by its 207 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | minerwealth.com |
| [email protected] | |
| Phone | (919) 210-4773 |
Miner Wealth Management, LLC fees
Miner Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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 | $37 million |
| Individual clients | 35 |
| High-net-worth clients | 13 |
| Accounts managed | 207 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 315421 |