Capital Financial Advisory Group, LLC fees and pricing
Financial planner in Apex, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Capital Financial Advisory Group, LLC charges a flat or project fee of $500-$1,499 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,499
“Typically written financial planning fees range from $500 to $1,499 depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Financial Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly rate fee is negotiable up to $299/hour and is paid after the consultations.”
- “Capital never requires payment of more than $500 in fees more than six months in advance.”
- “All financial planning fees are due upon completion and delivery of your financial plan.”
How Capital Financial Advisory Group, LLC’s fees compare
- Its flat or project fee of $500-$1,499 is below the North Carolina median of $4,800. 10% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 2 other planners in Apex that publish a flat or project fee charge less.
About Capital Financial Advisory Group, LLC
“We offer financial planning and advisory services. Our simple philosophy will help you to accumulate wealth while protecting your assets and planning for a financially healthy retirement.”
- Firm size: 5 employees.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
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
- Employees
- 5
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144374
- Phone
- (919) 657-4201
Other planners in Apex that publish fees
- BSG AdvisersApex$150-$450/hr, $3,000-$6,000
- FWJ Planning LLCApex$250/hr, $4,000-$6,000
- Hunter Street Investment Advisors LLCApex$150/hr, $1,800/yr
- Taelos Financial Partners LLCApex$250/hr
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.