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.
with up to 3 other firms
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.
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)
- Phone
- (704) 421-8706
Other planners in Durham that publish fees
- Wolfbridge WealthDurhamHourly $350-$750/hr
- Onyx Wealth Management, LLCDurhamFlat $250-$10,000, Quarterly $750/qtr
- Capital Solutions Advisors, LLCDurhamHourly $200/hr, Flat $500-$20,000
- Alohana Financial, LLCDurhamHourly $500/hr, Flat $5,000-$10,000
- Kuhn Advisors, Inc.DurhamMonthly $200-$250/mo
- Sycamore Financial Planning, LLCDurhamHourly $320-$380/hr
Is something on this page wrong or out of date?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.