Cima Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$2,200⁠-⁠$30,000

“Ongoing Financial Planning 9 CIMA charges an upfront fee ranging from $2,200 to $30,000, depending on the scope and complexity of services.”

Monthly fee

$1,000/mo

“Each installment covers no more than 3-months of services and is due at the beginning of each three-month service period. $1,000 Monthly.”

Quarterly fee

$3,000/qtr

“Each installment covers no more than 6-months of services and is due at the beginning of each six-month service period. $3,000 Quarterly.”

Annual fee

$1,200⁠-⁠$30,000/yr

“Annual fees range from $1,200 to $30,000, depending on the client’s specific needs, complexity, estimated time, research, and resources required to provide services, among other relevant factors.”

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

How Cima Financial bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Although some clients may pay more than $500 in advance, no payment covers advisory services to be rendered more than six months in advance.”
• “Upon delivery of the financial plan, we charge a recurring fee for Ongoing Financial Planning.”

How Cima Financial’s fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 10 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $2,200-$30,000 spans the North Carolina median of $4,800. 89% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 17 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
• Its annual fee of $1,200-$30,000 spans the North Carolina median of $6,000. 84% of the 49 other North Carolina planners that publish an annual fee charge less.
• 4 of the 5 other planners in Raleigh that publish an annual fee charge less.

About Cima Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners
• Cash flow and budgeting

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

1.3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339356

Website

cimafinancial-nc.com (opens in new tab)

Phone

(919) 561-5731

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• CLW Financial Planning LLCRaleigh$250⁠-⁠$350/hr

Compare all 55 planners in Raleigh