Firm
PB Wealth, LLC
Charlotte, North Carolina
Fee-only
PB Wealth, LLC 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 9 individual clients.
- Its average account is about $362,000 (assets it manages divided by its 3 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | pbwealthmanagement.com |
| [email protected] | |
| Phone | (973) 229-4730 |
PB Wealth, LLC fees
PB Wealth, LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 9 |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 336597 |