Resolved Financial fees and pricing
Financial planner in Winston Salem, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Resolved Financial charges a flat or project fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400
“At the beginning of each fixed fee financial planning engagement, $400 is due to Resolved .”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Resolved Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-quarter of the applicable advisory fee is charged in advance at the beginning of January, April, July and October.”
- “If an account value is more than $5,000 but less than $10,000 by the beginning of December, the annual account management fee is $100 and is billed one-time in midDecember in arrears.”
- “These fees are billed one-time in December in arrears.”
How Resolved Financial’s fees compare
- Its flat or project fee of $400 is below the North Carolina median of $4,800. 3% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 3 other planners in Winston Salem that publish a flat or project fee charge less.
About Resolved Financial
- Firm size: 4 employees.
- Founded: 2012 (14 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
- 1.3% a year
- Clients
- 244
- Employees
- 4
- 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, educational seminars and workshops, and other services
- Assets managed
- $61,423,955
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169862
- Phone
- (336) 245-8626
Can advise clients in 2 states: Florida, North Carolina
Other planners in Winston Salem that publish fees
- Accruent Wealth AdvisorsWinston-salem$950-$1,500, $400/qtr
- Arbor Investment AdvisorsWinston Salem$3,000-$7,000
- Cassia Capital Partners LLCWinston Salem$325/hr
- Darda FinancialWinston-salem$150/hr
- Horizon Financial Services, LLCWinston Salem$150/hr
- Scholar Financial Advising, LLCWinston-salem$385/hr, $7,000
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.