Testament Wealth Management
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
Average account size
—
About
Testament Wealth Management is a fee‑only registered investment adviser that, per its brochure, offers wealth management, discretionary investment management, and project‑based financial planning to individuals and high‑net‑worth individuals. The firm’s services cover investment analysis, retirement and estate planning, tax planning, business planning, cash‑flow and debt management, and insurance reviews.
The firm describes an investment approach grounded in Modern Portfolio Theory and asset allocation, using a mix of passive and active mutual funds and ETFs selected for underlying holdings, liquidity, and tax efficiency. Portfolios can be managed on a discretionary basis, accounts are reviewed periodically, and custody and execution are handled through an institutional custodian platform.
Notably, the firm is newly formed and reported no assets under management or clients as of the brochure date, and its sole principal holds the CFP® certification. The brochure also discloses that the firm offers project‑based planning billed on an hourly basis and may use fixed periodic fees in lieu of asset‑based fees—fee arrangements that are less common among peer investment manager firms—and it does not accept commissions.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,500 to $7,000
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
$300 per hour for Project-Based Financial Planning
Minimum fee: Annual fixed fee typically ranging from $1,500 to $8,000, negotiable and based on complexity and scope Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
Main office location
Testament Wealth Management
1014 High House Rd., Suite 102
Cary NC 27513, United States
Number of offices
1
Most active in
North Carolina
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
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