Capital Solutions Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“- 3- Hourly Consultation Services Hourly Consultation Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$500⁠-⁠$20,000

“Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $500 to $20,000 based on individual or entity and their needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capital Solutions Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “Should the client terminate the advisory agreement with CSA before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the initial fee paid, based on how many hours of work CSA has done on the plan at a rate of $100/hour.”

How Capital Solutions Advisors, LLC’s 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.
• 3 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the North Carolina median of $4,800. 81% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 7 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Capital Solutions Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1.75% a year

Clients

12

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$189,916

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324859

Website

capitalsolutionsadvisors.com (opens in new tab)

Phone

(919) 295-6372

Can advise clients in 2 states: North Carolina, New York

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• 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

Compare all 22 planners in Durham