Open World Financial Life Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning engagements are offered at an hourly rate of $300 per hour.”

Annual fee

$3,000⁠-⁠$7,500/yr

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in monthly installments, in arrears, at the rate of $3,000 to $7,500 annually, depending on complexity and the needs of the client.The annual fee will be paid in 12 monthly installments.”

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

How Open World Financial Life Planning bills

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

• “No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. 7 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Open World Financial Life Planning’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.
• 6 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its annual fee of $3,000-$7,500 spans the North Carolina median of $6,000. 43% of the 49 other North Carolina planners that publish an annual fee charge less.
• 2 of the 5 other planners in Raleigh that publish an annual fee charge less.

About Open World Financial Life Planning

• Principal: Hunter Bloom
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

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

3% a year

Clients

41

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$11,985,950

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297350

Website

tiktok.com/@openworldfp (opens in new tab)

Phone

(919) 200-0059

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

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