Life Stage Investing, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2025. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$400⁠-⁠$500/mo

“Gold Platinum $4,800.00 per year $6,000.00 per year $400.00 per month $500.00 per month Fees for ongoing financial planning are negotiable and are due monthly in advance.”

Annual fee

$4,800⁠-⁠$6,000/yr

From the same sentence as above.

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

How Life Stage Investing, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month plus pro-rated flows.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees charged in these situations are the same as described in the table under “Fees and Compensation.” Fees are paid separately on the management of these “held away” assets and clients may be provided an invoice describing the fees.”

How Life Stage Investing, LLC’s fees compare

• Its annual fee of $4,800-$6,000 is below the North Carolina median of $6,000. 45% of the 49 other North Carolina planners that publish an annual fee charge less.

About Life Stage Investing, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

16

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$2,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311676

Website

lifestageinvesting.net (opens in new tab)

Phone

(252) 499-0248

Other planners in North Carolina that publish fees

• 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
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina