Phoenix Wealth Advisors Inc. fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Phoenix Wealth Advisors Inc. charges $350 an hour and a flat or project fee of $1,150-$4,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The fees are payable as follows: hourly rates for plan development or consultation are $350 per hour, fixed fees for plans will run between $1,150 and $4,200 depending on the complexity and comprehensiveness of the plan.”
- Flat or project fee
- $1,150-$4,200
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Phoenix Wealth Advisors Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Phoenix’ fees are negotiable on a client-by-client, account-by-account basis, subject to applicable maximum fees as outlined in this Brochure.”
- “Compensation is payable when services are rendered.”
- “Retirement plan services are negotiable on an hourly, flat fee or asset-based basis.”
How Phoenix Wealth Advisors Inc.’s fees compare
- Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 8 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
- Its flat or project fee of $1,150-$4,200 is below the North Carolina median of $4,800. 31% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.
About Phoenix Wealth Advisors Inc.
“Phoenix focuses on providing sophisticated financial planning and wealth management services to the exceptional people who make up this community.”
- Firm size: 8 employees.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
- 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
- 1.25% a year
- Clients
- 1,538
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $641,416,303
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118412
- Website
- pfinx.com (opens in new tab)
- Phone
- (919) 929-4448
Can advise clients in 14 states: California, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Virginia, Washington
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.