Personal Path Financial Planning fees and pricing

Financial planner in Hillsborough, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Personal Path Financial Planning charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “We will provide our services at the hourly rate of $300 per hour.”

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

“If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work; however, Personal Path Financial Planning will not bill an amount above $500.00 more than 6 months in advance.”
“In the event of early termination, the client will be billed for the hours worked at a rate of $300 per hour.”
“If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

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.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Mary R. Macdonald
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

Is something on this page wrong or out of date?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