Pisces Financial Advisors, LLC fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Pisces Financial Advisors, LLC charges $275 an hour, a flat or project fee of $5,000-$30,000, and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Pisces charges an hourly fee of $275 for financial planning only engagements.”
- Flat or project fee
- $5,000-$30,000
“Wealth Management Engagement Fee For its Wealth Management Engagement fee, Pisces charges an annual, fixed fee ranging from $5,000 - $30,000, customized to each client situation with consideration for the assets being managed for the client, the amount, type, and where the assets are held, the scope of the services…”
- Annual fee
- $5,000/yr
“There is a minimum fee associated with this service of $5,000/year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pisces Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless waived or reduced, Pisces has a $5,000 minimum annual fee, payable $1,250 per quarter for its wealth management engagement.”
- “Billing Pisces bills fees quarterly, in advance for its wealth management engagements.”
- “Upon completion of the services, Pisces invoices the client for time spent.”
How Pisces Financial Advisors, LLC’s fees compare
- Its hourly rate of $275 is below the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 3 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$30,000 is above the North Carolina median of $4,800. 90% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 4 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.
- Its annual fee of $5,000 is below the North Carolina median of $6,000. 37% of the 49 other North Carolina planners that publish an annual fee charge less.
About Pisces Financial Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 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
- 2% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 12
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $55,519,628
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313209
- Phone
- (919) 391-5991
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.