Firm
NoDa Wealth Management
Charlotte, North Carolina
Fee-only
NoDa Wealth Management 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 CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 5 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 78 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 | Charlotte, North Carolina |
|---|---|
| Website | nodawealth.com |
| [email protected] | |
| Phone | (980) 206-0953 |
NoDa Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 0.45% to 0.8% a year |
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"$3,000 for Individuals" source
"$600,001 - $1,000,000 0.8%" source
"$5,000,001+ 0.45%" source
"The fee is based on a percentage of assets under management and is negotiable." 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 · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 11 |
| High-net-worth clients | 5 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 333231 |