Firm
Satis Wealth Management
London, North Carolina
Fee-only
Satis Wealth Management 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 17 employees and 660 individual clients, 166 of them high net worth.
- Its average account is about $492,000 (assets it manages divided by its 1,572 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | London, North Carolina |
|---|
Satis Wealth Management fees
Satis Wealth 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $774 million |
| Individual clients | 494 |
| High-net-worth clients | 166 |
| Accounts managed | 1,572 |
| Employees | 17 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-134126) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 336301 |