Awaken Financial Designs LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Consulting Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Full Financial Plans are offered based on a flat fee between $2,000-$5,000.”

Annual fee

$7,500⁠-⁠$10,000/yr

“ONGOING FINANICAL PLANNING Ongoing Financial Planning Services are offered based on an annual flat fee of $7,500$10,000, based on complexity of the Client situation, payable quarterly in advance.”

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

How Awaken Financial Designs LLC bills

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

• “If the Client cancels after five (5) business days, the Client will receive a prorated refund.”
• “Model Marketplace fees are billed by Altruist monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”

How Awaken Financial Designs LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the North Carolina median of $4,800. 42% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Cary that publish a flat or project fee charge less.
• Its annual fee of $7,500-$10,000 is above the North Carolina median of $6,000. 59% of the 49 other North Carolina planners that publish an annual fee charge less.
• 1 of the 2 other planners in Cary that publish an annual fee charge less.

About Awaken Financial Designs LLC

• 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

• Estate planning
• College planning
• Divorce
• Business owners
• Cash flow and budgeting

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

1% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339725

Website

awakenfinancialdesigns.com (opens in new tab)

Phone

(602) 320-5199

Can advise clients in 2 states: Arizona, North Carolina

Other planners in Cary that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• Artifex Advisory Group, Inc.Cary$200/hr, $1,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Comperio Retirement Consulting, Inc.Cary$200⁠-⁠$350/hr, $1,000⁠-⁠$3,000
• Eustace AdvisorsCary$200/hr, $2,000

Compare all 21 planners in Cary