Norris Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Client will be responsible for any time spent by Advisor in providing the client advisory services or analyzing the client's situation based on the hourly rate of $200 per hour not to exceed the deposit paid by client.”

Annual fee

$1,200⁠-⁠$2,000/yr

“Initial and annual planning fees generally range between $1,200 and $2,000 and are payable, as invoiced, quarterly in advance.”

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

How Norris Financial Group, LLC bills

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

• “You will receive a full account fee refund in the event that you terminate your client agreement with us within five business days of signing.”
• “If you terminate after the first five days, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”
• “Clients are billed quarterly in advance of each quarter.”

How Norris Financial Group, LLC’s fees compare

• Its hourly rate of $200 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Greenville that publish an hourly rate charge less.
• Its annual fee of $1,200-$2,000 is below the South Carolina median of $5,000. 14% of the 22 other South Carolina planners that publish an annual fee charge less.
• None of the 2 other planners in Greenville that publish an annual fee charge less.

About Norris Financial Group, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 1999 (27 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Minimum

$350 minimum fee (stated in brochure)

Clients

362

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$353,003,756

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129422

Website

norrisfinancialgroup.com (opens in new tab)

Phone

(864) 235-6408

Can advise clients in 9 states: Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, South Carolina, Tennessee, Texas

Other planners in Greenville that publish fees

• Altamont Advisors LLCGreenville$150/hr
• Bca Private Wealth, Inc.Greenville$125⁠-⁠$500/hr, $2,000/yr
• Continuum Wealth Management, LLCGreenville$300/hr
• First There FinancialGreenville$2,500
• Hardin Capital Partners, LLCGreenville$300/hr
• Primetrust Advisors LLCGreenville$10,000⁠-⁠$50,000

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