Firm
Muirfield Wealth Advisors
Charlotte, North Carolina
Fee-only
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | muirfieldwealth.com |
| Phone | (704) 442-0047 |
Muirfield Wealth Advisors fees
Muirfield 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 · Fixed fees |
|---|---|
| Assets managed | $256 million |
| Individual clients | 77 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 316071 |