Investorbloc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Tax Strategy Planning $300 – $500 per hour InvestorBloc designs tax-efficient investment and income strategies in coordination with an independent Certified Public Accountant (CPA).”

Flat or project fee

$250⁠-⁠$400

“Base Service Per hour Description $250–$400 (per hour) Includes retirement projections, budgeting, and goal-based financial modeling.”

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

How Investorbloc bills

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

• “Clients engaging InvestorBloc mid-month will have their fees prorated on a per diem basis from the effective start date of the agreement.”
• “For accounts opened during a billing period, advisory fees will be prorated from the account opening date through the end of the month.”
• “Flat-fee projects are quoted in advance and detailed in a written engagement letter.”

How Investorbloc’s fees compare

• Its hourly rate of $300-$500 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 26 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $250-$400 is below the North Carolina median of $4,800. 2% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• None of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Investorbloc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339421

Website

investorbloc.com (opens in new tab)

Phone

(704) 286-6619

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