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Wellspent public graph/Firms/Pharos Capital Management
Firm

Pharos Capital Management

Fuquay-Varina, North Carolina

Fee-only

Pharos Capital Management at a glance

  • One of 278 fee-only firms based in North Carolina in the Wellspent graph.
  • 1 advisor is listed here.
  • Its average account is about $242,000 (assets it manages divided by its 16 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Based inFuquay-Varina, North Carolina
Websitepharoscapital.net
Email[email protected]
Phone(919) 346-0149

Pharos Capital Management fees

Pharos Capital 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$4 million
Individual clients13
High-net-worth clients3
Accounts managed16
Planning clients0
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 153686

Advisors at this firm (1)