Brecken Capital Advisors, LLC fees and pricing
Financial planner in Weddington, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Brecken Capital Advisors, LLC charges a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,000
“The fixed fee can range between $500 and $2,000, depending on complexity and the needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brecken Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Brecken Capital Advisors, LLC’s fees compare
- Its flat or project fee of $500-$2,000 is below the North Carolina median of $4,800. 12% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Brecken Capital Advisors, LLC
- Principal: Leonard Brecken
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 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
- 1.25% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $15,279,615
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300728
- Phone
- (917) 701-5231
Other planners in North Carolina that publish fees
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.