Cary Financial Planning, LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Cary Financial Planning, LLC charges a flat or project fee of $1,000-$50,000 and an annual fee of $1,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$50,000
“Project-Based Engagements CaryFP may provide project-based planning services for a flat fee ranging from $1,000 to $50,000, depending on scope and complexity.”
- Annual fee
- $1,000-$50,000/yr
“CaryFP charges ongoing financial planning fees ranging from $1,000 to $50,000 per year, depending on the scope and service level selected.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cary Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first billing period is prorated based on the number of days the account was open and funded.”
- “Financial planning fees are charged monthly in advance as stated in the Financial Planning Agreement.”
- “Clients may pay planning fees through account deduction, AdvicePay, or check.”
How Cary Financial Planning, LLC’s fees compare
- Its flat or project fee of $1,000-$50,000 spans the North Carolina median of $4,800. 92% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Cary that publish a flat or project fee charge less.
- Its annual fee of $1,000-$50,000 spans the North Carolina median of $6,000. 90% of the 49 other North Carolina planners that publish an annual fee charge less.
- 2 of the 2 other planners in Cary that publish an annual fee charge less.
About Cary Financial Planning, LLC
“These affiliated entities provide legal, estate planning, probate, tax preparation, and tax planning services.”
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 29
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,394,644
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323662
- Phone
- (919) 694-6945
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
- Eustace AdvisorsCary$200/hr, $2,000
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.