Front Porch Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“The negotiated hourly fee for planning services is between $150 and $400.”

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000.”

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

How Front Porch Financial Advisory bills

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

• “These fees are negotiable and the final fee schedule is memorialized in the client’s Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of FPFA's fees within five business days of signing the Investment Advisory Contract (if applicable).”
• “This fee is negotiable and is dependent on several factors on a per client basis.”

How Front Porch Financial Advisory’s fees compare

• Its hourly rate of $150-$400 spans the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 13 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the North Carolina median of $4,800. 65% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 19 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Front Porch Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2020 (6 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

Highest asset based fee in brochure

1.25% a year

Clients

114

Employees

1

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$181,283,949

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311329

Website

frontporchfa.com (opens in new tab)

Phone

(704) 803-5585

Can advise clients in 3 states: North Carolina, South Carolina, Texas

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte