Center Peak Financial fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Center Peak Financial charges $500 an hour and a flat or project fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Fixed fees range from $2,000 to $25,000 and hourly fees do not exceed $500 per hour.”
- Flat or project fee
- $2,000-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Center Peak Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This is not a blended rate, the entire household portfolio is billed at the percentage associated with the tier that corresponds to the client’s total billable assets under care with our firm.”
- “Fees are prorated and charged monthly in arrears, based on the ending market value of assets under management as of the last business day of the prior month.”
- “The initial advisory fees for the first month of the Agreement shall be billed in arrears and prorated based on the number of days services were provided from the inception date through the end of that month.”
How Center Peak Financial’s fees compare
- Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 8 of the 11 other planners in Durham that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$25,000 spans the North Carolina median of $4,800. 85% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 9 of the 10 other planners in Durham that publish a flat or project fee charge less.
About Center Peak Financial
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services, assets under advisement, and retirement services.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
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
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 114
- Employees
- 2
- 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
- $65,451,563
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335440
- Phone
- (919) 267-3567
Can advise clients in 2 states: North Carolina, New Hampshire
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Brooks Financial of North Carolina, LLCDurham$125/hr
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Diversified Investment Services LLCDurham$50-$250
- Fryar FinancialDurham$150/hr
- Integrated Wealthcare, LLCDurham$525/hr, $15,000
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.