Old Peak Finance fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Old Peak Finance charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“The annual financial planning fee may be greater than $10,000 for clients with unusually complex financial situations.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Old Peak Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because all fees are paid in arrears, if either a client or Old Peak terminates in the middle of any quarterly period, the client is liable for a prorated amount of the quarterly fee.”
How Old Peak Finance’s fees compare
- Its flat or project fee of $10,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.
About Old Peak Finance
“Old Peak Finance is a registered investment advisor that helps individuals and families achieve their financial goals through comprehensive planning and wealth management.”
- Firm size: 10 employees.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.3% a year
- Clients
- 174
- Employees
- 10
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $714,051,916
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154804
- Phone
- (919) 459-8181
Can advise clients in 5 states: California, Massachusetts, North Carolina, New York, Texas
Other planners in Chapel Hill that publish fees
- Absher Wealth Management, LLCChapel Hill$20,000
- Amphora Wealth Management, LLCChapel Hill$50-$800/hr, $10,000-$50,000
- Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500-$50,000/yr
- CH Capital ManagementChapel Hill$250/hr, $5,000
- Frazier Financial Consultants, LLCChapel Hill$300/hr
- Hilltop Wealth Advisors, LLCChapel Hill$5,000-$50,000
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.