Flores Bayne LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$50,000

“Based Planning and Consulting Project Based Planning and Consulting services are offered on a fixed fee basis that ranges from $3,000 to $50,000.”

Annual fee

$5,000⁠-⁠$25,000/yr

“This service consists of an ongoing fee that is paid either in full upfront or in monthly or quarterly installments, in advance, at a rate between $5,000 to $25,000 annually.”

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

How Flores Bayne LLC bills

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

• “Pro-rata billing and refunding amounts are based on the aggregate value of the account as shown in the above chart, including the applicable deposit(s) and withdrawal(s).”
• “Accounts initiated or terminated during a calendar period will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Flores Bayne LLC’s fees compare

• Its flat or project fee of $3,000-$50,000 spans the North Carolina median of $4,800. 94% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$25,000 spans the North Carolina median of $6,000. 82% of the 49 other North Carolina planners that publish an annual fee charge less.

About Flores Bayne LLC

• Principal: Nidia Flores
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

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

1.75% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,850,949

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312216

Phone

(919) 335-8483

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

Compare all 428 planners in North Carolina