Fee only financial advisors in Wilmington, North Carolina: hourly and flat fee prices

15 registered advisers based in Wilmington offer financial planning for an hourly, fixed or subscription fee, with no commissions.

12 of the 15 fee only firms based in Wilmington publish dollar fees. Their median hourly rate is $263 and their median flat or project fee is $4,250. Updated October 2026.

What advisors in Wilmington charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$263/hr$200⁠-⁠$349/hr8 firms
Flat or project fee$4,250$2,000⁠-⁠$10,0009 firms
Annual retainer$6,000/yr$5,000⁠-⁠$10,000/yr3 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Wilmington and their published fees

12 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Ascendor Wealth, LLCNot published$2,000$500/qtr
Counterweight Private WealthNot published$2,500⁠-⁠$50,000Not published
Dovetail Financial Group LLC$300/hr$2,500⁠-⁠$7,500Not published
Live Oak Private Wealth, LLC$250⁠-⁠$500/hr$500⁠-⁠$150,000Not published
Lumina Wealth Management, LLC$100⁠-⁠$250/hr$500⁠-⁠$5,000Not published
Masonboro Advisors$250/hrNot publishedNot published
Rock Financial Planning, LLC$200/hrNot published$5,000/yr
Ronald R Geiger LLCNot published$1,000Not published
Shammas Financial PlanningNo AUM fee$349/hr$499⁠-⁠$2,999$349⁠-⁠$698/mo
Taylor Financial, LLC$200/hrNot publishedNot published
Tech FPNot published$1,000⁠-⁠$7,500$6,000/yr
Tilia Fiduciary Partners, Inc.$275/hr$10,000$10,000/yr
Other registered firms that don't publish dollar fees (3)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in North Carolina