Aerden LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“If the Firm has performed services, including pre-appointment preparation, planning, or research related to the client's inquiry, the Firm will retain only the fee earned for services actually performed, calculated at a rate of $225 per hour, and will refund the remaining (unearned) portion of the fee.”

Flat or project fee

$2,500

“The firm collects an advance fee of $2,500 for a Full Financial Plan.”

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

How Aerden LLC bills

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

• “Fees are generally not negotiable; however, the Firm reserves the discretion to negotiate fees on a case-by-case basis based on the scope and complexity of services provided.”
• “All advisory fees are billed directly to clients and paid in advance.”
• “Paid in advance at the time of booking through a Stripe checkout session.”

How Aerden LLC’s fees compare

• Its hourly rate of $225 is below the North Carolina median of $300. 21% of the 177 other North Carolina planners that publish an hourly rate charge less.
• None of the 2 other planners in Huntersville that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• None of the 2 other planners in Huntersville that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Aerden LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339595

Website

aerden.llc (opens in new tab)

Phone

(704) 579-1340

Other planners in Huntersville that publish fees

• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Trusttree Financial LLCHuntersville$250/hr, $750⁠-⁠$10,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 7 planners in Huntersville