Brevity & Associates fees and pricing
Financial planner in Franklinton, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Brevity & Associates charges $200 an hour and a flat or project fee of $500-$3,000 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.
- Hourly rate
- $200/hr
“Financial planning services are offered for a fixed fee ranging from $500 to $3,000 or on an hourly rate not to exceed $200 per hour.”
- Flat or project fee
- $500-$3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brevity & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Your account will be billed quarterly in arrears.”
- “We will provide you with an invoice showing the amount of the management fee, the formula used to calculate the fee, the value of assets the fee is based on, and the time period covered by the fee.”
- “For new managed accounts opened between billing periods, our management fee will be prorated from inception through the end of the quarterly billing period.”
How Brevity & Associates’ fees compare
- Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the North Carolina median of $4,800. 19% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Brevity & Associates
“Brevity offers comprehensive asset management and financial planning services designed to assist you achieve your long-term financial goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2013 (13 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
- 1.5% a year
- Clients
- 81
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306435
- Phone
- (919) 670-5902
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.