CLW Financial Planning LLC fees and pricing

Financial planner in Raleigh, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, CLW Financial Planning LLC charges $250⁠-⁠$350 an hour for financial planning.

Published fees

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

Hourly rate: $250⁠-⁠$350/hr; “Hourly fee rates will vary from project to project, however the standard hourly fee range spans from $250 to $350.”

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

“After the first 12 months, the ongoing annual fee is reassessed and ranges from 3,600 to 16,000 and will be invoiced in advance on a quarterly basis.”
“Fees are paid by check, or ACH bank drafts.”
“All fees are due within two (2) weeks of the date of delivery of the invoice to the client.”

Its hourly rate of $250-$350 spans the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
6 of the 23 other planners in Raleigh that publish an hourly rate charge less.

Principal: Carolyn Larsen-Wieber
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 7
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,301,783
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297244
Website: clwfinancialplanning.com (opens in new tab)
Phone: (919) 749-3368

Is something on this page wrong or out of date?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.