Present Day Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$250⁠-⁠$15,000

“Fixed fee rates range between $250 to $15,000.”

Annual fee

$500⁠-⁠$15,000/yr

“The annual fee ranges from $500 to $15,000 and is billed in monthly installments in arrears.”

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

How Present Day Financial Planning, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisor fee is paid monthly in arrears based on the last day of the billing period of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Present Day Financial Planning, LLC’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.
• 23 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $250-$15,000 spans the North Carolina median of $4,800. 73% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 25 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
• Its annual fee of $500-$15,000 spans the North Carolina median of $6,000. 53% of the 49 other North Carolina planners that publish an annual fee charge less.
• 4 of the 11 other planners in Charlotte that publish an annual fee charge less.

About Present Day Financial Planning, LLC

• Principal: Johnny Williams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

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

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343467

Website

presentdayplan.com (opens in new tab)

Phone

(980) 206-0101

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte