Firm
Three Phases Wealth Advisors
Indian Trail, North Carolina
Fee-only
Three Phases Wealth Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 8 individual clients.
- Its ongoing planning fee starts at $2,000 a year, below the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Indian Trail, North Carolina |
|---|---|
| Website | threephaseswealthadvisors.com |
| Phone | (801) 318-5720 |
Three Phases Wealth Advisors 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.
| Ongoing planning | From $2,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$500 – $2,000 QUARTERLY" source
"Optional 1% of AUM Investment 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 · Fixed fees |
|---|---|
| Individual clients | 8 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 338143 |