Firm
Piedmont Private Wealth
Raleigh, North Carolina
Fee-only
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | piedmontpw.com |
| Phone | (919) 452-1370 |
Piedmont Private Wealth fees
Piedmont Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $105 million |
| Individual clients | 51 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 339616 |