Phoenix Financial Solutions, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our fee for financial planning services is $250 per hour billed in six minute increments.”

Flat or project fee

$500

“The minimum cost for a Comprehensive Financial Plan will be $500 with the actual cost being based on the complexity of the Client’s situation.”

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

How Phoenix Financial Solutions, Inc. bills

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

• “All planning fees are negotiable at our sole discretion.”
• “The balance of the planning fee due will be payable after the Client is presented with the completed plan.”
• “Fees will not be collected for services to be performed more than six months in advance and in excess of $500 before the completion of the engagement.”

How Phoenix Financial Solutions, Inc.’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Greensboro that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the North Carolina median of $4,800. 5% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Greensboro that publish a flat or project fee charge less.

About Phoenix Financial Solutions, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• 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

1% a year

Minimum

No minimum stated in brochure

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148796

Website

thinkpfs.com (opens in new tab)

Phone

(336) 286-9936

Other planners in Greensboro that publish fees

• By Design Financial PlanningGreensboro$250/hr, $2,400⁠-⁠$6,000/yr
• Clef Financial, LLCGreensboro$1,000⁠-⁠$10,000
• Defining Legacy AdvisorsGreensboro$500⁠-⁠$10,000
• Legs FinancialGreensboro$3,600⁠-⁠$6,000, $7,200⁠-⁠$16,000/yr
• Level Wealth Management LLCGreensboro$200⁠-⁠$15,000
• Park Wealth Management, LLCGreensboro$150/hr

Compare all 21 planners in Greensboro