Autumn Branch Capital, LLC fees and pricing
Financial planner in Statesville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 29, 2026, Autumn Branch Capital, LLC charges a flat or project fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$6,000
“Fixed fee rates range from $3,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Autumn Branch Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The fee is negotiable based upon the discretion of the firm and will be clearly disclosed in the Advisory Agreement.”
How Autumn Branch Capital, LLC’s fees compare
- Its flat or project fee of $3,000-$6,000 spans the North Carolina median of $4,800. 48% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Autumn Branch Capital, LLC
- Principal: Jake Hoheisel
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Minimum
- $3,500 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343751
- Phone
- (614) 301-7210
Other planners in Statesville that publish fees
- Balance InvestmentsStatesville$600/hr, $250
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
Is something on this page wrong or out of date?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.