Flagship Wealth Management Group, LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Flagship Wealth Management Group, LLC charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Flagship charges a non-negotiable hourly fee of $450 per hour for hourly consulting.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flagship Wealth Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed as services are incurred.”
- “For relationships established or terminated during the quarter, fees are prorated.”
- “Fees for hourly consulting services will be billed to the client and paid directly to Flagship via a third-party payment processor where the client will enter their payment information.”
How Flagship Wealth Management Group, LLC’s fees compare
- Its hourly rate of $450 is above the North Carolina median of $300. 84% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 8 of the 9 other planners in Cary that publish an hourly rate charge less.
About Flagship Wealth Management Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 91
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $46,049,984
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332428
- Phone
- (919) 415-0698
Can advise clients in 5 states: Maryland, North Carolina, Pennsylvania, Texas, Virginia
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
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.