Dolan Capital Advisors, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Dolan Capital Advisors, LLC charges a flat or project fee of $1,500-$5,000 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.
- Flat or project fee
- $1,500-$5,000
“We charge a fixed fee for financial planning services, which range between $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dolan Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is prorated for the number of days the account was open based on the start date through the end of the quarter.”
- “The fee is payable in advance and negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “We do not require you to pay fees six (6) or more months in advance.”
How Dolan Capital Advisors, LLC’s fees compare
- Its flat or project fee of $1,500-$5,000 spans the North Carolina median of $4,800. 39% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 9 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Dolan Capital Advisors, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2024 (2 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
- Clients
- 83
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $179,147,870
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 269886
- Phone
- (704) 887-4969
Can advise clients in 3 states: Georgia, North Carolina, South Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.