Firm
Topsail Wealth Management
Charlotte, North Carolina
Fee-only
Topsail Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 206 individual clients, 127 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 729 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | topsailwealthmanagement.com |
| Phone | (980) 308-9901 |
Topsail Wealth Management 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% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"0.30% on the first $5,000,000 (up to $5,000,000 in assets)" source
"0.30% on the first $5,000,000 (up to $5,000,000 in assets)" 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 |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 79 |
| High-net-worth clients | 127 |
| Accounts managed | 729 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-130245) |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 331098 |