Lyons Den Capital fees and pricing
Financial planner in Zebulon, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Lyons Den Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fees are accrued daily and payable on a monthly basis Financial Consultation and Planning Services: $150 per hour. 1) Fixed fees:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lyons Den Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed in advance or arrears each calendar month.”
- “Clients may also elect to be billed directly for fees or to authorize Lyons Den Capital to directly debit fees from client accounts.”
- “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar month (with the exception of de minimis contributions and withdrawals).”
How Lyons Den Capital’s fees compare
- Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Lyons Den Capital
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $4,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139577
- Phone
- (919) 656-4097
Can advise clients in 2 states: Florida, North Carolina
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
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.