Independent Advisor Alliance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly charge is a maximum of $500 per hour and the flat rate fee typically ranges from $0 to $15,000.”

Flat or project fee

Up to $15,000

From the same sentence as above.

Quarterly fee

$250/qtr

“The quarterly fee for wealth coaching ranges from $250 4912-4248-2622v3 11 Independent Advisor Alliance ADV Part 2A:”

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

How Independent Advisor Alliance, LLC bills

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

• “Advisory fees are negotiable between IAA and the client, and the amount of the advisory fee will be as agreed upon in writing between IAA and the client.”
• “Advisory fees are billed quarterly in advance and calculated based on the account’s market value on the last business day of the prior quarter.”
• “The initial advisory fee is due at the beginning of the quarter following execution of this Agreement and will include the prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter.”

How Independent Advisor Alliance, LLC’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 29 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the North Carolina median of $4,800. 70% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 22 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Independent Advisor Alliance, LLC

• Firm size: 251 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• 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

42,227

Employees

251

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$17,233,280,665

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168267

Website

credofinancialadvisors.com (opens in new tab)

Phone

(888) 430-1555

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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