Carrington Financial Planning, LLC fees
Financial planner in Fletcher, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Carrington Financial Planning, LLC (Fletcher, NC) charges $350 an hour and a flat or project fee of $1,800-$4,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the North Carolina median of $300; 76% of the 100 other planners in North Carolina that publish an hourly rate charge less.
“In limited situations, Carrington offers financial planning services on an hourly basis of $350 per hour.”
- Flat or project fee
- $1,800-
$4,500 Below the North Carolina median of $5,000; 33% of the 86 other planners in North Carolina that publish a flat or project fee charge less.
“Fees for financial planning services range between $1,800 to $4,500 and will be billed in advance of starting the planning project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How Carrington Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Deposits and withdrawals of cash or securities will be billed (or refunded) on a pro-rata basis based upon the actual number of days left in the calendar quarter.”
- “Advisor may also be engaged for planning support payable through a flat fee.”
- “Financial planning fees are negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 30
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $19.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 16, 2026
- CRD number
- 156554 (opens in new tab)
- Phone
- (305) 209-4724
Registered in 7 states and DC: California, Florida, Louisiana, New York, North Carolina, Texas, Virginia, DC
More planners in North Carolina that publish fees
- Beacon Financial Strategies Corp.RaleighHourly $400/hr
- Dukes Financial Group, LLCCharlotteFlat $100-$10,000
- Cornerstone Investment Services, Inc.Indian TrailHourly $200/hr
- Golden Pine Advisory, LLCPinehurstFlat $1,500-$10,000
- Kopka Financial, LLCWilmingtonHourly $300/hr, Flat $8,000-$14,000
- Spartan Planning GroupGreensboroFlat $1,500-$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.