Wake Wealth Management Co. offers a wide range of fee based financial planning and wealth management services under an hourly financial advice basis or a flat fee financial advice basis.
We design flexible, objective plans to help you reach your unique financial goals—no matter how they evolve.
Cash Flow Planning
Portfolio Construction
Debt Management
Insurance
Our independent, conflict-free guidance always puts your best interests first, with clear pricing and full disclosure.
Tax-Advantaged Planning
Retirement Planning
Estate Planning
Charitable Planning
Advanced Planning
Hourly Financial Planning Advice is provided for clients under the Simple fact pattern and initially under the Complex fact pattern on an hourly basis for the first meeting.Most clients can obtain helpful answers to their financial questions in their first meeting called a Preliminary Planning Session. The first meeting usually averages two to three hours. Only after this initial meeting can your situation be reviewed and a recommendation made as to what should happen next.
Personal Financial Planning Notes are dictated after each meeting containing issues discussed and reviewing the recommendations given. Clients can utilize us for follow-up meetings for additional advice and help with implementation of recommendations. Clients are free to choose others for implementation and utilize us for advice only.
Objective Advice Delivered by a Fiduciary
NORTH CAROLINA OFFICE (Main)
4509 Creedmoor Road, Suite 201
Raleigh, NC 27612
(919) 570-3300
Wake Wealth Management Co. serving clients in Raleigh, North Carolina and throughout the Triangle. We offer financial planning on a “Pay as You Go” hourly basis or ongoing financial planning for a quarterly retainer fee. The retainer fee is based on the scope of the engagement, the type of advice needed and considers a client's total financial picture.
Securities offered through LPL Financial, LLC. Investment Advisory Services, including financial planning services offered through Wake Wealth Management Co which is not affiliated with LPL Financial, LLC. Click here to view Form CRS.© Copyright 2026 Wake Wealth Management Co.
