Founders Financial Alliance, 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.

Hourly rate

$200⁠-⁠$500/hr

“Fixed fees generally range from $200 to $15,000 and the hourly fee generally ranges from $200 to $500.”

Flat or project fee

$200⁠-⁠$15,000

From the same sentence as above.

Annual fee

$2,000⁠-⁠$5,000/yr

“The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered.”

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

How Founders Financial Alliance, LLC bills

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

• “The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under the firm’s management to be charged quarterly in advance or in arrears as defined in the account agreement.”
• “March 1, 2026 Clients may terminate the agreement without penalty for a full refund of Founders Financial Alliance’s fees within five business days of signing the Investment Advisory Contract.”
• “If the advisory agreement is terminated before the end of the quarterly period, the client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”

How Founders Financial Alliance, LLC’s fees compare

• Its hourly rate of $200-$500 spans the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 10 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $200-$15,000 spans the North Carolina median of $4,800. 72% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 12 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
• Its annual fee of $2,000-$5,000 is below the North Carolina median of $6,000. 24% of the 49 other North Carolina planners that publish an annual fee charge less.
• None of the 5 other planners in Raleigh that publish an annual fee charge less.

About Founders Financial Alliance, LLC

• Firm size: 31 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

Highest asset based fee in brochure

2% a year

Minimum

No minimum stated in brochure

Clients

2,354

Employees

31

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$1,185,963,782

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173011

Website

foundersfinancialalliance.com (opens in new tab)

Phone

(855) 860-5940

Can advise clients in 30 states: Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, West Virginia

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

Compare all 55 planners in Raleigh