Raleigh Capital Management Inc. fees and pricing
Financial planner in Cary, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 16, 2026, Raleigh Capital Management Inc. charges a flat or project fee of $995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $995
“We charge $995 for most financial plans but reserve the right to charge more for complex plans, if the client agrees in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Raleigh Capital Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For plans estimated to cost $1,000 or less, half the fee is due in advance, the rest is due upon presentation of the plan.”
- “For plans estimated to cost more than $1,000, $500 is due in advance, and the remainder is due upon presentation of the plan.”
- “This fee is charged monthly in arrears, based upon the average daily balance of the client’s account(s) for the prior billing period.”
How Raleigh Capital Management Inc.’s fees compare
- Its flat or project fee of $995 is below the North Carolina median of $4,800. 9% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 1 of the 13 other planners in Cary that publish a flat or project fee charge less.
About Raleigh Capital Management Inc.
- Firm size: 20 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.8% a year
- Clients
- 443
- Employees
- 20
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $397,774,895
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149538
- Phone
- (919) 852-1215
Can advise clients in 11 states: California, Colorado, Florida, Missouri, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
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.