Grey Private Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range between $500 to $10,000.”

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

How Grey Private Capital bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees may be paid monthly or quarterly in arrears or in advance, as agreed upon in the client’s advisory contract.”
• “If fees are paid in advance, they will cover no more than six months of services, and any unearned portion will be refunded on a prorated basis upon termination of the engagement.”

How Grey Private Capital’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 16 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the North Carolina median of $4,800. 57% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 15 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Grey Private Capital

• Principal: Evan Grey
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

2% a year

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$8,823,400

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326464

Website

greyprivatecapital.com (opens in new tab)

Phone

(716) 397-8886

Can advise clients in 2 states: North Carolina, New York

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