Pinafore Wealth Counsel Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Our rate for such services is $450 per hour and is negotiable depending on the scope and complexity of the consulting services to be performed.”

Flat or project fee

$6,500⁠-⁠$15,000

“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. 5 Financial Planning & Consulting Services For financial planning services where we provide you a financial plan, we charge a negotiable fixed fee that ranges from $6,500 to $15,000 depending upon the…”

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

How Pinafore Wealth Counsel Inc. bills

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

• “Our annual investment management fee is billed and payable quarterly in advance based on the value of your account on the last business day of the previous quarter.”
• “Our fees (both fixed and hourly) are due and payable upon completion of services rendered (in arrears).”
• “Our Financial Transition Planning services are billed by the hour and/or based on the total project.”

How Pinafore Wealth Counsel Inc.’s fees compare

• Its hourly rate of $450 is above the North Carolina median of $300. 84% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 7 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of $6,500-$15,000 is above the North Carolina median of $4,800. 83% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Pinafore Wealth Counsel Inc.

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

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

0.5% a year

Clients

100

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$173,580,768

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170540

Website

pinaforewealth.com (opens in new tab)

Phone

(919) 213-0458

Can advise clients in 4 states: Florida, Louisiana, Missouri, North Carolina

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham