Brooks Financial of North Carolina, LLC fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2025, Brooks Financial of North Carolina, LLC charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“Rate Fixed Rate $125 per hour $500 to $3,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brooks Financial of North Carolina, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally paid quarterly in advance based on the prior quarter end value.”
- “Clients will be given this brochure form ADV Part 2A, forty-eight hours in advance of signing an agreement or they will have five business days to unconditionally cancel the agreement.”
How Brooks Financial of North Carolina, LLC’s fees compare
- Its hourly rate of $125 is below the North Carolina median of $300. 1% of the 177 other North Carolina planners that publish an hourly rate charge less.
- None of the 11 other planners in Durham that publish an hourly rate charge less.
About Brooks Financial of North Carolina, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 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% a year
- Clients
- 37
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and insurance companies
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,510,112
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317158
- Phone
- (919) 572-1925
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Center Peak FinancialDurham$500/hr, $2,000-$25,000
- Diversified Investment Services LLCDurham$50-$250
- Fryar FinancialDurham$150/hr
- Integrated Wealthcare, LLCDurham$525/hr, $15,000
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.