Curated Capital & Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$3,000

“The fee for creation of a Comprehensive Financial Plan is $3,000, which may be negotiable in certain cases.”

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

How Curated Capital & Planning LLC bills

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

• “Half of the fee is due at the start of the engagement and the remainder is due upon delivery of the plan.”
• “Fees for this service may be paid by debit card, credit card or check.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Curated Capital & Planning LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% 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.

About Curated Capital & Planning LLC

• Principal: Marie Webster
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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% a year

Clients

33

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

$8,495,212

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316143

Website

curatedcp.com (opens in new tab)

Phone

(336) 210-6420

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