Aureus Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a fee between $1,000 and $10,000.”

Annual fee

$1,000⁠-⁠$7,500/yr

“ONGOING FEES Ongoing Fee Financial Planning Services are offered based on an annual fee ranging from $1,000 to $7,500.”

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

How Aureus Capital bills

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

• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are due upon delivery of the completed plan.”

How Aureus Capital’s fees compare

• Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 1 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the North Carolina median of $4,800. 60% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 16 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
• Its annual fee of $1,000-$7,500 spans the North Carolina median of $6,000. 31% of the 49 other North Carolina planners that publish an annual fee charge less.
• 2 of the 11 other planners in Charlotte that publish an annual fee charge less.

About Aureus Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,837,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314387

Phone

(980) 880-2101

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• 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

Compare all 93 planners in Charlotte