Emerald Haven Investments Corp fees and pricing
Financial planner in Albemarle, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Emerald Haven Investments Corp charges $200 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.
- Hourly rate
- $200/hr
“For clients who are not Wealth Management clients, we charge an hourly fee of $200 per hour for all services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Emerald Haven Investments Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s annualized fees are billed in arrears on a quarterly basis.”
- “The initial quarterly fee is prorated based on the number of days in the calendar quarter after inception of the account, as specified in the terms of the Wealth Management Agreement.”
- “Clients may terminate the services of Emerald Haven Investments upon 30 days written notification and will be entitled to a prorated refund, based on the number of calendar days remaining in the billing period.”
How Emerald Haven Investments Corp’s fees compare
- Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Emerald Haven Investments Corp
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
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
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,050,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156522
- Phone
- (770) 778-1791
Can advise clients in 2 states: Georgia, North Carolina
Other planners in North Carolina that publish fees
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.