Auctus Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$100,000

“The negotiated fixed rate for creating client financial plans is between $5,000 and $100,000.”

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

How Auctus Advisors LLC bills

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

• “The advisory fee is generally payable on a quarterly basis in advance and is calculated using the value of the assets in the Account on the last business day of the prior billing period.”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of 8 Auctus Advisors, LLC Form ADV Part 2A Brochure IARD/CRD No: 289489 8/14/2026 the pension consulting agreement.”

How Auctus Advisors LLC’s fees compare

• Its flat or project fee of $5,000-$100,000 is above the North Carolina median of $4,800. 98% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 32 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Auctus Advisors LLC

• Firm size: 3 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

204

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$612,923,272

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289489

Website

facebook.com/auctusadvisors (opens in new tab)

Phone

(704) 533-9880

Can advise clients in 8 states: California, Florida, Kansas, Minnesota, North Carolina, Nebraska, South Carolina, Texas

Other planners in Charlotte that publish fees

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• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000
• Cornerstone Wealth PlanningCharlotte$250/hr, $250⁠-⁠$5,000

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