Hammerhead Financial Strategies, LLC fees and pricing
Financial planner in Conover, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Hammerhead Financial Strategies, LLC charges $300 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial planning services are offered on a negotiable hourly rate not to exceed $300 per hour with a fixed rate not to exceed $5,000 for the initial engagement.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hammerhead Financial Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Portfolio management is provided on an asset-based fee arrangement that will be billed to your account quarterly in arrears.”
- “Our preference is for the fee to be paid in full up front; however, we will also accept one-half the fee at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan9.”
- “If you have prepaid any fees, such un-earned fees will be returned on a pro-rata basis.”
How Hammerhead Financial Strategies, LLC’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.
- Its flat or project fee of $5,000 is above the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Hammerhead Financial Strategies, LLC
“Our financial services3 focus on asset management, using proprietary trading strategies, designed to maximize investment returns for you, our client4, and financial planning, when needed, to assist you maintain the financial stability, security, and independence you desire over your lifetime.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 10
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,797,107
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313248
- Phone
- (828) 570-5659
Can advise clients in 2 states: Florida, North Carolina
Other planners in North Carolina that publish fees
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.