Bolin Creek Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$335/hr

“We provide project-based financial planning and consulting services at a rate of $335 per hour.”

Annual fee

$7,500⁠-⁠$50,000/yr

“Our annual fee for the Wealth Management Service ranges from $7,500 to $50,000.”

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

How Bolin Creek Wealth Advisors LLC bills

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

• “Our Wealth Management Service fee is an annual flat fee that is charged quarterly in advance of the upcoming calendar quarter, meaning that the service fee for a quarter is charged on or soon after the first day of the quarter.”
• “The fee is prorated for any partial billing periods occurring during the Wealth Management Service engagement, including the initial and terminating billing periods.”
• “Upon termination of the Advisory Agreement, a prorated refund will be provided to you within 21 days of the termination date.”

How Bolin Creek Wealth Advisors LLC’s fees compare

• Its hourly rate of $335 is above the North Carolina median of $300. 66% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 7 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
• Its annual fee of $7,500-$50,000 is above the North Carolina median of $6,000. 94% of the 49 other North Carolina planners that publish an annual fee charge less.

About Bolin Creek Wealth Advisors LLC

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• 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

2% a year

Clients

16

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$23,825,162

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325013

Website

bolincreekadvisors.com (opens in new tab)

Phone

(919) 366-7477

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• CH Capital ManagementChapel Hill$250/hr, $5,000
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Hilltop Wealth Advisors, LLCChapel Hill$5,000⁠-⁠$50,000
• Maze Financial PlanningChapel Hill$350/hr

Compare all 21 planners in Chapel Hill