Elbert Financial Consulting, Inc. fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Elbert Financial Consulting, Inc. charges $390 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $390/hr
“The current rate is $390 per hour for professional advice and planning and $197 per hour for para-planner and administrative time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elbert Financial Consulting, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Elbert Financial Consulting, Inc. bills on an hourly basis.”
- “At the completion of the project when the financial plan is presented and accepted by our client, the total fee representing the total number of hours dedicated to the production of such written financial plan will be due and payable.”
- “For ongoing planning, implementation and monitoring, hourly fees are billed periodically.”
How Elbert Financial Consulting, Inc.’s fees compare
- Its hourly rate of $390 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 25 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Elbert Financial Consulting, Inc.
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 30
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117847
- Phone
- (704) 759-8018
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.