Firm
Passport Wealth Management
Cornelius, North Carolina
Fee-only
Passport Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 77 individual clients, 31 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 409 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cornelius, North Carolina |
|---|
Passport Wealth Management fees
Passport Wealth Management 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 | $115 million |
| Individual clients | 46 |
| High-net-worth clients | 31 |
| Accounts managed | 409 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-134799) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 297449 |