Fogel Investment Advisory Group, Inc. fees and pricing
Financial planner in Fletcher, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Fogel Investment Advisory Group, Inc. charges a flat or project fee of $500-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,000
“A retirement income plan may be provided to clients for a one time minimum fee between $500 - $1000 depending upon the complexity of the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fogel Investment Advisory Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for investment management are billed quarterly in advance and are deducted directly from the client account (with the client’s authorization) or by check from client within 30 days after receipt of invoice.”
- “Upon plan implementation, the applicable percentage fee would begin on a pro-rata basis for the quarter.”
How Fogel Investment Advisory Group, Inc.’s fees compare
- Its flat or project fee of $500-$1,000 is below the North Carolina median of $4,800. 8% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Fogel Investment Advisory Group, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2007 (19 years).
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
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 80
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $53,920,687
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143770
- Phone
- (828) 768-5225
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.