CP Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For services other than comprehensive financial plans, the Firm charges an hourly rate not to exceed $500 per hour.”

Flat or project fee

$3,000

“For comprehensive financial plans, the Firm’s minimum flat fee is $3,000 but may be higher depending upon the size and complexity of the engagement.”

Annual fee

$1,000/yr

“In such cases, a minimum annual fee of $1,000 and a minimum portfolio value may apply.”

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

How CP Advisors, Inc. bills

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

• “Fees and rates for those services are agreed to in advance.”
• “Half of this fee is payable upon signing of the Financial Planning Agreement and the balance is due immediately upon completion of the Financial Plan.”
• “Portfolio management fees are generally payable quarterly, in advance.”

How CP Advisors, Inc.’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.
• Its flat or project fee of $3,000 is below the North Carolina median of $4,800. 35% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the North Carolina median of $6,000. 2% of the 49 other North Carolina planners that publish an annual fee charge less.

About CP Advisors, Inc.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 1999 (27 years).

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% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

178

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$69,563,889

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

111701

Website

albertsonjones.com (opens in new tab)

Phone

(910) 490-1118

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina