Firm
TARA Wealth
Durham, North Carolina
Fee-only
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | tarawealth.com |
| Phone | (860) 883-5856 |
TARA Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.3% to 0.75% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"$1M–$2M: 0.75%" source
"$5M–$10M: 0.30%" source
"designed for women with $1 million or more in investable assets" source
"$1M Individual: $10,000 flat annual fee" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 26 |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 328427 |