Kubitree LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“KubiTree LLC charges a flat fee of $500 for investment advisement.”

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

How Kubitree LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of KubiTree LLC' fees within five business days of signing the Investment Advisory Contract.”
• “Half the fee is payable upon signing the Agreement and the balance upon delivery of the written plan.”
• “Fees are not collected for services to be performed more than six months in advance.”

How Kubitree LLC’s fees compare

• Its flat or project fee of $500 is below the North Carolina median of $4,800. 5% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• None of the 3 other planners in Matthews that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Kubitree LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336330

Phone

(704) 604-7252

Other planners in Matthews that publish fees

• Alluvial Wealth ManagementMatthews$700
• Family Wealth Partners, LLCMatthews$200/hr, $2,500⁠-⁠$15,000
• Sapere Wealth Management, LLCMatthews$125⁠-⁠$500/hr, $1,000⁠-⁠$15,000
• Telos Wealth AdvisorsMatthews$300/hr

Compare all 7 planners in Matthews