Testament Wealth Management
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
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
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
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
Testament Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina
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.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")