Fryar Financial fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Fryar Financial charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Rate Annual Fixed Rate $150 per hour $500 to $3,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fryar Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees are generally billed monthly or quarterly in advance for each annual engagement over a twelve-month period.”
- “If fees are to be invoiced by Advisor as indicated below, such fee is based on the value of Plan assets at the end of the relevant period.”
- “All fees shall be made payable to Advisor as instructed.”
How Fryar Financial’s fees compare
- Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 1 of the 11 other planners in Durham that publish an hourly rate charge less.
About Fryar Financial
- 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
- 1.5% a year
- Clients
- 56
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,401,768
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315944
- Phone
- (919) 323-4494
Can advise clients in 2 states: Maryland, North Carolina
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Brooks Financial of North Carolina, LLCDurham$125/hr
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Center Peak FinancialDurham$500/hr, $2,000-$25,000
- Diversified Investment Services LLCDurham$50-$250
- Integrated Wealthcare, LLCDurham$525/hr, $15,000
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.