Courage Miller Partners, LLC fees and pricing
Financial planner in Norfolk, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Courage Miller Partners, LLC charges $200-$500 an hour and a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“AND CONSULTING SERVICES (STAND-ALONE) Courage Miller’s financial planning and consulting fees are negotiable but generally range from $2,500 to $10,000 on a fixed fee basis, and from $200 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the…”
- Flat or project fee
- $2,500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Courage Miller Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Courage Miller’s negotiable annual fee for retirement plan services is based upon a percentage of the market value of assets held by the plan.”
- “In the limited event that Courage Miller bills the client directly, payment is due upon receipt of Courage Miller’s invoice.”
- “Courage Miller’s annual investment advisory fee is prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter, adjusted for inflows and outflows exceeding one hundred dollars.”
How Courage Miller Partners, LLC’s fees compare
- Its hourly rate of $200-$500 spans the Virginia median of $260. 72% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Norfolk that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the Virginia median of $4,250. 70% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Norfolk that publish a flat or project fee charge less.
About Courage Miller Partners, LLC
“Courage Miller offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, charitable organizations, corporations and other entities, pensions, and profit sharing plans.”
- Firm size: 4 employees.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- 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
- 1.25% a year
- Clients
- 222
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $480,651,813
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147360
- Phone
- (757) 390-3100
Can advise clients in 7 states: District of Columbia, Florida, North Carolina, Nebraska, Oregon, Texas, Virginia
Other planners in Norfolk that publish fees
- Ethos Strategic InvestmentsNorfolk$350/hr, $3,500-$7,000
- Heritage Wealth Management Group, LTDNorfolk$1,000-$12,500, $1,000-$12,500/yr
- Tomlin Financial Advisors, Inc.Norfolk$150/hr
- Wallach Planning & InvestmentsNorfolk$50/hr
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.