Joel Adams and Associates Inc. fees and pricing
Financial planner in Asheville, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Joel Adams and Associates Inc. charges $200-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Hourly fees range from $200 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Joel Adams and Associates Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Joel Adams and Associates Inc.’s fees compare
- Its hourly rate of $200-$500 spans the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Joel Adams and Associates Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 1994 (32 years).
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
- 1.25% a year
- Clients
- 277
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $305,575,796
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319379
- Phone
- (828) 251-9700
Can advise clients in 6 states: Florida, Louisiana, North Carolina, New York, Texas, Virginia
Other planners in Asheville that publish fees
- Act AdvisorsAsheville$600/mo
- Colton Groome Financial Advisors, LLCAsheville$7,500-$12,000/yr
- Wells Financial Management, LLCAsheville$500-$5,000
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
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.