Cannon Advisors fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Cannon Advisors charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000 and will be memorialized in Exhibit I of the Financial Planning Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cannon Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Applicable accounts will be billed in January.”
- “For held away accounts that are managed via the Pontera platform, fees are billed in advance based on the quarter-ending balance of the previous quarter.”
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Cannon Advisors’ fees compare
- Its flat or project fee of $1,500-$5,000 spans the North Carolina median of $4,800. 39% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 9 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Cannon Advisors
- Firm size: 5 employees.
- Founded: 2018 (8 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
- 228
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $181,589,754
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293929
- Phone
- (704) 820-8393
Can advise clients in 4 states: North Carolina, New York, South Carolina, Texas
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cornerstone Wealth PlanningCharlotte$250/hr, $250-$5,000
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.