Hunter Street Investment Advisors LLC 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

$150/hr

“Data Collection, Analysis, Plan Preparation = $150 per hour Additional Fees and Expenses All fees paid to Hunter Street for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds to their shareholders.”

Annual fee

$1,800/yr

“The annual fee for the Financial Planning Program is $1,800.”

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

How Hunter Street Investment Advisors LLC bills

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

• “Fees are billed quarterly, in arrears, and are based on the account balance of the assets at the end of the calendar quarter.”

How Hunter Street Investment Advisors LLC’s fees compare

• Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
• None of the 3 other planners in Apex that publish an hourly rate charge less.
• Its annual fee of $1,800 is below the North Carolina median of $6,000. 12% of the 49 other North Carolina planners that publish an annual fee charge less.

About Hunter Street Investment Advisors LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

352

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$166,377,939

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145334

Website

hsiadvisors.net (opens in new tab)

Phone

(919) 589-4040

Can advise clients in 3 states: Illinois, North Carolina, New York

Other planners in Apex that publish fees

• BSG AdvisersApex$150⁠-⁠$450/hr, $3,000⁠-⁠$6,000
• Capital Financial Advisory Group, LLCApex$500⁠-⁠$1,499
• FWJ Planning LLCApex$250/hr, $4,000⁠-⁠$6,000
• Taelos Financial Partners LLCApex$250/hr

Compare all 6 planners in Apex