Iseler Financial fees
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 9, 2026, Iseler Financial (Durham, NC) charges $400 an hour and a flat or project fee of $4,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 9, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the North Carolina median of $300; 87% of the 100 other planners in North Carolina that publish an hourly rate charge less. 4 of the 6 other planners in Durham charge less.
“We offer Financial Consultation & Coaching at a rate of $400 per hour, billed in quarter-hour (15 minute) increments.”
- Flat or project fee
- $4,000
Below the North Carolina median of $5,000; 40% of the 86 other planners in North Carolina that publish a flat or project fee charge less. None of the 3 other planners in Durham charge less.
“New clients pay a flat one-time Start-Up Fee in the amount of $4,000, with one half ($2,000) due upon completion of the Client Engagement Agreement and the other half ($2,000) due upon plan delivery or 90 days, whichever comes sooner.”
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
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Iseler Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
- “Fees are to be paid to the Firm by check or draft from U.S.-based financial institutions.”
- “Fees for this service are typically paid by ACH.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 42
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $6.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 9, 2026
- CRD number
- 304647 (opens in new tab)
- Phone
- (919) 666-7604
Registered in 2 states: Michigan, North Carolina
Other planners in Durham that publish fees
- Wolfbridge WealthDurhamHourly $350-$750/hr
- Alohana Financial, LLCDurhamHourly $500/hr, Flat $5,000-$10,000
- Sycamore Financial Planning, LLCDurhamHourly $320-$380/hr
- Capital Solutions Advisors, LLCDurhamHourly $200/hr, Flat $500-$20,000
- Shift To ImpactDurhamHourly $300/hr
- Ataraxis Capital, LLCDurhamHourly $200/hr
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.