Firm
Tassel Capital Management, Inc.
Matthews, North Carolina
Fee-only
Tassel Capital Management, Inc. at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 240 individual clients, 85 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 850 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Matthews, North Carolina |
|---|---|
| Website | tasselcapital.com |
| [email protected] | |
| Phone | (704) 814-6780 |
Tassel Capital Management, Inc. 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.
| One-time plan | From $2,250 |
|---|---|
| Asset-based fee | 1.1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"starts at 1.1% on the first $500,000 of assets under management" source
"The minimum amount of assets Tassel Capital will manage at the beginning of the relationship is generally $500,000." source
"typically costs anywhere from $2,250 to $3,750" source
"starts at 1.1% on the first $500,000 of assets under management" 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 | $266 million |
| Individual clients | 155 |
| High-net-worth clients | 85 |
| Accounts managed | 850 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120382) |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 121112 |