Gatehill Financial Consulting, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Usually, the financial planning fee is an amount that ranges between $2,500 and $10,000, but this amount can sometimes be significantly higher.”

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

How Gatehill Financial Consulting, LLC bills

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

• “Gatehill never requires payment of more than $500 in fees more than six months in advance.”
• “If you terminate the services after five (5) business days of entering into an agreement, and there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, we will refund those remaining proceeds to you.”
• “If you elect to pay by credit card, you must provide written authorization to Gatehill for the charge.”

How Gatehill Financial Consulting, LLC’s fees compare

• 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 Gatehill Financial Consulting, LLC

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

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313072

Phone

(704) 589-0941

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