Firm
RPO Wealth Partners
Charlotte, North Carolina
Fee-only
RPO Wealth Partners at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 20 individual clients, 16 of them high net worth.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | rpowealth.com |
| [email protected] | |
| Phone | (704) 777-1836 |
RPO Wealth Partners fees
RPO Wealth Partners 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 | Fixed fees |
|---|---|
| Individual clients | 4 |
| High-net-worth clients | 16 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 312384 |