Ocean Advisors, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 6, 2026, Ocean Advisors, LLC charges $300 an hour and a monthly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The fees for these services may be based on an agreed upon flat-fee or an hourly rate billed at $300 per hour.”
- Monthly fee
- $300/mo
“However, there is a minimal annual investment management fee of $3,600 ($300 per month) which may make engaging Ocean Advisors, LLC, more expensive than other investment advisors for accounts below $360,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ocean Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are deducted from the client’s account by the firm, or through any wrap program being used, monthly in advance.”
- “Financial planning and non-custodied assets under management fees may be deducted from custodies accounts, paid by check, or through a scheduled ACH payment.”
- “If cancelled between billing periods, the client will be refunded a prorated amount of the planning fee charged for services not yet provided.”
How Ocean Advisors, LLC’s fees compare
- Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 16 of the 34 other planners in Charlotte that publish an hourly rate charge less.
About Ocean Advisors, LLC
“Types of Services Ocean Advisors provides investment management and personal financial planning services to individuals, families and their related entities, trusts and estates, family businesses, and large corporations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Minimum
- $3,600 minimum fee (stated in brochure)
- Clients
- 51
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $54,787,205
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133124
- Phone
- (704) 523-6914
Can advise clients in 2 states: Florida, North Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.