Firm
Testament Wealth Management
Cary, North Carolina
Fee-only
Testament 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 1 employee.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | testamentwealth.com |
| [email protected] | |
| Phone | (910) 639-1654 |
Testament Wealth Management fees
Testament Wealth Management 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, flat fee. 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 340823 |