Firm
West Fork Wealth Management
Chapel Hill, North Carolina
Fee-only
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | westforkwealthmanagement.com |
| Phone | (919) 391-8375 |
West Fork Wealth Management fees
West Fork Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 331919 |