Realm Investment Consulting LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250, but are negotiable.”

Flat or project fee

$200⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $200 and $10,000.”

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

How Realm Investment Consulting LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of REALM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of REALM's fees within five business days of signing the Financial Planning Agreement.”
• “Asset-based portfolio management fees are billed on a quarterly basis and paid in arrears.”

How Realm Investment Consulting LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of $200-$10,000 spans the North Carolina median of $4,800. 56% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in Cary that publish a flat or project fee charge less.

About Realm Investment Consulting LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

90

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$88,918,034

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171634

Website

realminvestor.com (opens in new tab)

Phone

(919) 280-8600

Can advise clients in 2 states: North Carolina, Virginia

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

Compare all 21 planners in Cary