D
Deliberate Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Deliberate Wealth provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients. The firm describes its services as planning-led, with investment management integrated into those engagements, and currently reports no assets under management.
The firm’s investment approach is grounded in modern portfolio theory and employs a mix of passive and active strategies, including careful mutual fund and ETF selection and access to third‑party direct‑indexing platforms. Client relationships are organized around a tailored, ongoing service calendar with periodic deep‑dive “sprints” for tax, insurance, estate, and retirement cash‑flow reviews, and the firm generally manages accounts on a discretionary basis within client-imposed limits.
What distinguishes Deliberate Wealth from many peers is its departure from the common percentage‑of‑AUM billing model: it does not charge asset‑based fees and discloses it does not accept commissions or performance‑based compensation. The firm also emphasizes an institutional custody relationship and discloses specific brokerage and trade‑execution practices (including not aggregating block trades), which may differ from larger managers that rely on AUM billing and aggregated trading.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Tax strategies for small businesses
Cash flow / budgeting
Fee options
Account minimum: $500,000 Minimum fee: Annual fee for Ongoing Financial Planning typically begins at $9,000, customized based on scope Fee-only: Fee-only firm; compensation solely from clients for services; no commissions or sales-related compensation
Main office location
Deliberate Wealth
Advance NC, United States
Number of offices
1
Most active in
Deliberate Wealth has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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