Advisorstrust Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Other Advisory Services For advisory services performed outside the scope of the financial planning or investment management services described previously, we charge a fee of $500 per hour due upon receipt of invoice.”

Flat or project fee

$2,000⁠-⁠$20,000

“For financial planning defined service relationships, which are offered only in limited circumstances, we charge a fixed fee ranging between $2,000 and $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advisorstrust Partners LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are payable monthly or quarterly in advance and are based on the investment objective of the account, account type, size and other factors.”
• “Adviser’s fees for these services are negotiable depending on the specific type of investment management services to be rendered (as detailed in the advisory agreement).”
• “We will invoice you directly for the payment of our fees which we require to be paid upon completion of the financial planning assignment.”

How Advisorstrust Partners LLC’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 16 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$20,000 spans the North Carolina median of $4,800. 83% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 15 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Advisorstrust Partners LLC

• Firm size: 6 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

172

Employees

6

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$435,290,041

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304967

Website

jamesfinancialadvisors.com (opens in new tab)

Phone

(919) 298-2458

Can advise clients in 4 states: North Carolina, South Carolina, Texas, Virginia

Other planners in Raleigh that publish fees

• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000
• CLW Financial Planning LLCRaleigh$250⁠-⁠$350/hr

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