E2i Financial Group, LLC fees and pricing

Financial planner in Charlotte, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, E2i Financial Group, LLC charges $250 an hour 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.

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

“Our published fees may be discounted at the discretion of the firm but they are not negotiable.”
“Invoices are sent out only after any planning or consulting work has been completed.”
“Asset management fees are collected at the end of each quarter in arrears.”

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.
4 of the 34 other planners in Charlotte that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

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: 1.5% a year
Clients: 96
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $31,514,232
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 167078
Website: e2ifinancial.com (opens in new tab)
Phone: (704) 957-7629

Is something on this page wrong or out of date?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.