Great Plans Capital Management, LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Great Plans Capital Management, LLC charges an annual fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000-$2,000/yr
“Fees for these types of ongoing services will range from $1000-$2000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Great Plans Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The specific mode of compensation is negotiable and will be determined through agreement between the client and GPCM.”
- “Fees are negotiable and will depend on the number and extent of services required.”
- “One quarter of the annual fee will be payable in advance at the time assets are transferred into the advisory account(s) and an additional one quarter will be paid every three months thereafter.”
How Great Plans Capital Management, LLC’s fees compare
- Its annual fee of $1,000-$2,000 is below the North Carolina median of $6,000. 10% of the 49 other North Carolina planners that publish an annual fee charge less.
- None of the 2 other planners in Cary that publish an annual fee charge less.
About Great Plans Capital Management, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: ChFC®.
- Founded: 1997 (29 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% a year
- Clients
- 34
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
- Assets managed
- $10,470,570
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127717
- Phone
- (919) 777-8481
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
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.