Colton Groome Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$7,500⁠-⁠$12,000/yr

“When CGFA provides Financial Planning Services to clients as a stand-alone service, CGFA’s minimum planning fee is typically between $7,500 and $12,000 per year; however, this fee is negotiable at the sole discretion of CGFA.”

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

How Colton Groome Financial Advisors, LLC bills

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

• “Fees payable by CGFA to the Manager in respect of the services provided 8 US2008 15134773 5 to the client by the Manager will be calculated separately from, and added to, CGFA’s Investment Advisory Service Fees.”
• “Fees are generally payable monthly, in advance, but CGFA has entered into alternate arrangements (such as billing quarterly or in arrears).”
• “If management begins after the start of a month (or quarter, if applicable), fees will be prorated accordingly.”

How Colton Groome Financial Advisors, LLC’s fees compare

• Its annual fee of $7,500-$12,000 is above the North Carolina median of $6,000. 61% of the 49 other North Carolina planners that publish an annual fee charge less.

About Colton Groome Financial Advisors, LLC

• Firm size: 16 employees.
• Registered as an adviser: 2018 (8 years).

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

0.99% a year

Clients

346

Employees

16

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$724,883,187

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128365

Website

coltongroome.com (opens in new tab)

Phone

(828) 252-1816

Can advise clients in 8 states: Florida, Georgia, North Carolina, New Hampshire, South Carolina, Tennessee, Texas, Virginia

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