Dovetail Financial Group LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, at $300 per hour.”

Flat or project fee

$2,500⁠-⁠$7,500

“Dovetail Financial Group LLC's fixed fees generally range from $2,500 to $7,500.”

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

How Dovetail Financial Group LLC bills

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

• “The client is billed quarterly in advance or in arrears based on our total estimated Financial Planning fees and the hours accrued.”
• “The remainder is billed upon completion of the financial planning process.”
• “Our Consulting Services fees for specific engagements are calculated and charged on a fixed fee basis, at a minimum fee of $1,000, subject to the specific arrangement reached with the client and paid upon completion.”

How Dovetail Financial Group LLC’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 5 of the 7 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$7,500 spans the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Wilmington that publish a flat or project fee charge less.

About Dovetail Financial Group LLC

• Firm size: 6 employees.
• Registered as an adviser: 2020 (6 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

1.25% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

341

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$298,927,453

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311298

Website

dovetailfin.com (opens in new tab)

Phone

(910) 395-1991

Can advise clients in 11 states: California, Florida, Georgia, Mississippi, North Carolina, Nebraska, New Jersey, Ohio, South Carolina, Texas, Virginia

Other planners in Wilmington that publish fees

• Ascendor Wealth, LLCWilmington$2,000, $500/qtr
• Counterweight Private WealthWilmington$2,500⁠-⁠$50,000
• Live Oak Private Wealth, LLCWilmington$250⁠-⁠$500/hr, $500⁠-⁠$150,000
• Lumina Wealth Management, LLCWilmington$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Masonboro AdvisorsWilmington$250/hr
• Rock Financial Planning, LLCWilmington$200/hr, $5,000/yr

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