Firm
Open World Financial Life Planning
Raleigh, North Carolina
Fee-only
Open World Financial Life Planning 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 41 individual clients.
- Its average account is about $118,000 (assets it manages divided by its 102 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | openworldfp.com |
| [email protected] | |
| Phone | (919) 605-4174 |
Open World Financial Life Planning 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"The fees for comprehensive financial life planning range from $3,000 to $7,500 a year." source
"Account Value $0 - $500,000 Annual Advisory Fee 0.65%" source
"The fee is billed in equal monthly payments." source
"Account Value $0 - $500,000 Annual Advisory Fee 0.65%" 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 | $12 million |
| Individual clients | 41 |
| Accounts managed | 102 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 297350 |