Eustace Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate starts at $200.”

Flat or project fee

$2,000

“Financial Plan Development Individuals starting at $2,000 Couples/Families starting at $3,000 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

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

How Eustace Advisors bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are due upon completion of the services.”
• “We charge a recurring fixed monthly fee for Ongoing Financial Planning, paid monthly in advance, starting at $175 for individuals and $300 for couples/families.”

How Eustace Advisors’ 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.
• None of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Cary that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Eustace Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323440

Website

eustaceadvisors.com (opens in new tab)

Phone

(910) 377-5021

Other planners in Cary that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• Artifex Advisory Group, Inc.Cary$200/hr, $1,000⁠-⁠$5,000
• Awaken Financial Designs LLCCary$250/hr, $2,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Comperio Retirement Consulting, Inc.Cary$200⁠-⁠$350/hr, $1,000⁠-⁠$3,000

Compare all 21 planners in Cary