Holcombe & McGrath fees
Financial planner in Asheville, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Holcombe & McGrath (Asheville, NC) charges up to $280 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change.
- Hourly rate
- Up to $280/hr
Capped at $280, at or below the North Carolina median of $300.
“We charge a negotiable hourly Financial Advisory Fee Rate, up to $280 on an hourly basis, based on minimum 15-minute increments, depending on the scope and complexity of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Team size
- 3 employees
How Holcombe & McGrath bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Each billing quarter will be three (3) months in length and each shall begin on the first day following the end of the previous billing quarter; provided, any partial billing quarter shall be prorated based on the number of days this Agreement was in effect.”
About Holcombe & McGrath
- Founded: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 268
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $156 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 2, 2026
- CRD number
- 121197 (opens in new tab)
- Phone
- (828) 252-8228
Registered or notice filed in 4 states: Louisiana, North Carolina, Texas, Virginia
Other planners in Asheville that publish fees
- Act AdvisorsAshevilleMonthly $600/mo
- Wells Financial Management, LLCAshevilleFlat $500-$5,000
- Wessel Investment Counsel, L.L.C.AshevilleFlat $1,000-$2,500
More planners in North Carolina that publish fees
- Rock Financial Planning, LLCWilmingtonHourly $200/hr
- Brecken Capital Advisors, LLCWeddingtonFlat $500-$2,000
- Goldfarb Wealth AdvisorsCharlotteHourly $150-$200/hr, Flat $500-$3,500
- Kopka Financial, LLCWilmingtonHourly $300/hr, Flat $8,000-$14,000
- Ark Royal Wealth Management LLCRaleighHourly $385/hr, Flat $2,000-$7,500
- 30-40 Wealth PartnersCorneliusFlat $5,000-$60,000
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.