Masonboro Advisors fees and pricing

Financial planner in Wilmington, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 8, 2026, Masonboro Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The quote will be based on estimated time spent on the project which is calculated at a rate not to exceed $250 per hour.”

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

“Fees and Compensation for Financial Planning Financial planning services are billed on a flat-fee or hourly basis.”
“One half of the estimated financial planning fee is due at the beginning of the services with the remaining balance due upon completion.”
“Said Admin Fee is assessed annually, in advance, every April 1 and will be paid out of the assets in the Client Account(s).”

Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
3 of the 7 other planners in Wilmington that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 228
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $206,479,807
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 145151
Website: thecortrogersproject.com (opens in new tab)
Phone: (910) 742-0509

Is something on this page wrong or out of date?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.