Artifex Advisory Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Services are offered based on flat fees between $1,000 and $5,000.”

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

How Artifex Advisory Group, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts that are billed in advance and are opened or closed mid-billing period, the client will be entitled to a refund of any unearned pre-paid fees.”

How Artifex Advisory Group, Inc.’s fees compare

• Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
• None of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the North Carolina median of $4,800. 35% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Cary that publish a flat or project fee charge less.

About Artifex Advisory Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$9,920,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281588

Website

artifexadvisory.com (opens in new tab)

Phone

(800) 276-1377

Can advise clients in 3 states: California, Louisiana, North Carolina

Other planners in Cary that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• Awaken Financial Designs LLCCary$250/hr, $2,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Comperio Retirement Consulting, Inc.Cary$200⁠-⁠$350/hr, $1,000⁠-⁠$3,000
• Eustace AdvisorsCary$200/hr, $2,000

Compare all 21 planners in Cary