Terra Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$152,005,349
Total clients
572
8% high-net worth
Total advisors
5
of 13 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
114
Average account size
$265,744
About
Terra Wealth Management provides holistic financial planning and discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s Form ADV reports $152,005,349 in assets under management as of December 31, 2025.
Terra Wealth works with clients through a process of individualized planning and ongoing reviews, using an investment committee to assemble diversified portfolios that commonly include mutual funds, ETFs, and fixed and variable annuities. The firm also integrates external managers and TAMPs for portions of client assets and uses a third‑party platform to facilitate discretionary oversight of held‑away retirement accounts.
Compared with many peers, Terra Wealth operates across multiple offices and discloses a range of third‑party marketing and transition arrangements: the brochure describes Fidelity providing marketing, CRM and transition‑related support (including reimbursement of certain transfer/account exit fees) and highlights referral‑related compensation for software and professional introductions. The brochure also discloses that some advisory personnel are licensed insurance agents and registered representatives, reflecting a broader set of third‑party relationships and compensation sources than is typical for many team‑size firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Charitable giving & philanthropy
Active portfolio management
Occupation focus
Founder/Business Owner
Retired
Fee options
Flat fees for financial planning services agreed upon in writing.
Up to 2.00%, negotiable based on client and services
Certain advisory persons are registered representatives earning commissions on securities transactions separate from advisory fees.
Financial planning and consulting hourly rates generally range from $250 to $500 per hour, negotiable.
Account minimum: $50,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Annual advisory fee based on assets under management, average daily balance, or flat dollar fee; financial planning may be included or charged separately.
Main office location
Terra Wealth
400 West English Road, Ste 223
High Point NC 27262, United States
Number of offices
6
Most active in
Terra Wealth has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Georgia · Indiana · Iowa · Maryland · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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