Ataraxis Capital, LLC fees

Financial planner in Durham, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2026, Ataraxis Capital, LLC (Durham, NC) charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change.

Hourly rate
$200/hr

Below the North Carolina median of $300; 10% of the 100 other planners in North Carolina that publish an hourly rate charge less. None of the 6 other planners in Durham charge less, and 1 charges the same.

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

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Credentials held at the firm
CFA
Team size
Solo practice (one employee)
Registered since
2025

How Ataraxis Capital, LLC bills

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

  • “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
  • “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
  • “The Client must consent in advance to direct debiting of their investment account.”

Firm details from Form ADV

How the firm is paid
Hourly fees, a percentage of assets under management, and performance based fees
Clients
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$982,678
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of June 17, 2026
CRD number
338150 (opens in new tab)
Website
ataraxiscap.com (opens in new tab)
Phone
(704) 421-8706

Other planners in Durham that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.