Firm
PieCapital
Raleigh, North Carolina
Fee-only
PieCapital 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 2 employees and 22 individual clients, 20 of them high net worth.
- Its average account is about $784,000 (assets it manages divided by its 88 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | piecapital.com |
| [email protected] | |
| Phone | (919) 901-5280 |
PieCapital 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.
| Account minimum | $3,000,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"We typically work with clients who have $3 million or more in investment assets." source
"Our fees are based on assets under management or fixed project fees for financial planning." source
"Our fees are based on assets under management or fixed project fees for financial planning." 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 | $69 million |
| Individual clients | 2 |
| High-net-worth clients | 20 |
| Accounts managed | 88 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 328743 |