Mecklenburg Financial Group fees and pricing

Financial planner in Myrtle Beach, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 20, 2026, Mecklenburg Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
2 of the 4 other planners in Myrtle Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2009 (17 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.3% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,272,516
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 149050
Website: mecklenburgfinancial.com (opens in new tab)
Phone: (704) 461-1680

Can advise clients in 2 states: North Carolina, South Carolina

Is something on this page wrong or out of date?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