Family Legacy Financial Solutions, LLC 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.

Flat or project fee

$5,000

“The fees we charge for stand-alone financial planning are fixed, with a typical minimum charge of $5,000.”

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

How Family Legacy Financial Solutions, LLC bills

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

• “We will present you with a written proposal before beginning any work, and we usually require you to pay the fee in full in advance.”
• “Family Legacy never requires payment of more than $1,200 in fees more than six months in advance.”
• “If you terminate the services after five (5) business days of entering into an agreement, we will refund the pro-rated amount of your unused, prepaid fee to you.”

How Family Legacy Financial Solutions, LLC’s fees compare

• Its flat or project fee of $5,000 is above the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Cary that publish a flat or project fee charge less.

About Family Legacy Financial Solutions, LLC

• Firm size: 7 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

315

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$174,530,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

314351

Website

familylegacync.com (opens in new tab)

Phone

(919) 379-9000

Can advise clients in 2 states: North Carolina, Texas

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