Deliberate Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Deliberate Wealth LLC is a fee-only registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary investment management. The firm delivers written financial plans, investment analysis, and coordinates with third‑party professionals when clients require specialized services.
Deliberate Wealth structures planning as an ongoing, high‑touch process using a personalized annual governance calendar with scheduled “sprints” for topics such as year‑end tax planning, insurance and estate reviews, and retirement cash‑flow stress testing. Its investment approach combines modern portfolio theory with a mix of passive and active vehicles and the ability to use custodial direct‑indexing solutions where appropriate.
The brochure notes a pricing distinction: Deliberate Wealth does not rely on a percentage‑of‑assets fee model and instead uses fixed or tiered flat fees for management and planning, an uncommon approach among independent advisers. The firm is newly established with no assets under management at the time of the filing and is led by a sole principal who holds CFP® and enrolled agent credentials; it may also offer reduced planning arrangements for family members of existing clients.
Client services
Expertise
Fee options
$500,000 - $2,000,000: $9,000 fixed annual fee $2,000,001 - $5,000,000: $12,000 fixed annual fee $5,000,001 - $10,000,000: $15,000 fixed annual fee $10,000,001+: Negotiable fixed annual fee
Account minimum: $500,000 (may be reduced or waived case-by-case) Minimum fee: Fixed annual fees of $9,000 starting for investment management within asset tiers; financial planning fees starting at $9,000 annually (reduced to $3,000 for children of current clients). Fees are negotiated and payable quarterly in advance. Fee-only: DW is a fee-only firm; no commissions or performance-based fees.
Main office
106 York Way Suite 102
Advance NC 27006
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Deliberate Wealth · Deliberate Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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