Questions worth asking any advisor.

Yes. Brevard Wealth Partners is a fee-only Registered Investment Advisor and held to a fiduciary standard at all times, meaning we are legally obligated to act in your best interest. We accept no commissions, no referral fees, and no soft-dollar arrangements.

We charge a transparent annual fee billed quarterly, based on assets under management. Fees begin at 1.00% on the first $1M and decline at $2M, $5M, and $10M breakpoints. Standalone financial plans are available on a fixed-fee basis. We will always show you exactly what you pay.

Our principal holds the CFP® and CFA designations, with 22 years of experience. Our planning team includes a CPA on staff for tax coordination and an Enrolled Agent for IRS representation when needed.

Our ongoing wealth management engagements typically begin at $1,000,000 in investable assets, though we accept clients on a clear trajectory toward that threshold. Project-based planning has no minimum.

The first meeting is a 45-minute conversation, at no cost and with no obligation. We ask about your goals, your current situation, and what you have already tried. We share our approach and answer your questions. At the end, we both decide whether to continue.

From our first meeting to a delivered written plan is typically four to six weeks. Most of that time is data gathering and analysis. The plan itself takes about two weeks to build once we have what we need.

Your assets are custodied at Charles Schwab Institutional. Brevard Wealth Partners never takes custody of client funds. You receive statements directly from Schwab and have 24/7 view-only access to your accounts at all times.

Most clients meet formally with their advisor twice a year: once for portfolio review, once for comprehensive planning. You have unlimited access between meetings by phone or email. We return calls the same business day, without exception.

We primarily serve clients across the Carolinas and the Southeast, but we work with families nationwide. Virtual meetings are standard. We visit in person on a schedule that suits each household.

Yes. Our model is intentionally small. Every client relationship is managed by a principal-level advisor. We have chosen to grow slowly rather than add junior staff who handle client relationships independently.

Yes. We provide 401(k) management for accounts that must stay at a current employer, integrating the fund selection and allocation into your overall plan without additional cost.

Yes, and ideally several years before the event. Pre-liquidity-event planning around QSBS, installment sales, charitable vehicles, and Roth conversion can make a meaningful difference in after-tax proceeds. We work alongside your M&A attorney and CPA.