Emerald Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our maximum hourly fee is currently $500.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000 and are based upon the scope and complexity of the engagement.”

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

How Emerald Asset Management, Inc. bills

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

• “Fees for accounts established in the middle of a quarter are prorated for the remainder of the calendar quarter.”
• “We charge on an hourly or flat fee basis in arrears for our financial planning and consulting services.”
• “Fees for our financial planning and consulting services will be directly billed to you and will be due to us within thirty (30) days of your financial plan being delivered or consultation rendered to you.”

How Emerald Asset Management, Inc.’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the North Carolina median of $4,800. 63% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Emerald Asset Management, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

167

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

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

$120,761,226

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174691

Website

emeraldam.com (opens in new tab)

Phone

(252) 443-7616

Can advise clients in 3 states: Florida, North Carolina, Texas

Other planners in Rocky Mount that publish fees

• Whitener Capital Management, IncRocky Mount$250/hr
• 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

Compare all 428 planners in North Carolina