Golden Pine Advisory, LLC fees and pricing
Financial planner in Pinehurst, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 7, 2026, Golden Pine Advisory, LLC charges $350 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $350 per hour.”
- Flat or project fee
- $1,500-$10,000
“The fixed fee can range between $1,500 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Golden Pine Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 5 calendar days in advance.”
- “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”
How Golden Pine Advisory, LLC’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the North Carolina median of $4,800. 63% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Golden Pine Advisory, LLC
- Principal: Mark Bare
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
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
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332248
- Phone
- (910) 295-2321
Other planners in Pinehurst that publish fees
- Reliant Investment Partners, LLCPinehurst$350/hr, $750-$10,000
- 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
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.