Balance Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“The fee for a financial plan is based on a combination of flat fees for meetings and an hourly fee for planning work with a $600 minimum.”

Flat or project fee

$250

“The first and second appointments are billed at a flat $250 combined, with all other financial planning work billed at $175 per hour.”

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

How Balance Investments bills

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

• “Advisory services fees are not negotiable.”
• “Subsequent work, including reviews, will be billed at $175 per hour.”
• “Financial planning fees are not negotiable.”

How Balance Investments’ fees compare

• Its hourly rate of $600 is above the North Carolina median of $300. 98% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the North Carolina median of $4,800. 1% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Balance Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• College planning
• Divorce

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

36

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173163

Website

balance-investments.com (opens in new tab)

Phone

(980) 949-1949

Can advise clients in 2 states: Illinois, North Carolina

Other planners in Statesville that publish fees

• Autumn Branch Capital, LLCStatesville$3,000⁠-⁠$6,000
• 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

Compare all 428 planners in North Carolina