Right Path Financial Planning, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,000⁠-⁠$5,000

“Ongoing Comprehensive Financial Planning RPFP collects an initial fee, ranging from $2,000 to $5,000.”

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

How Right Path Financial Planning, L.L.C. 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 fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Fees are negotiable In determining the advisory fee, we may allow accounts of members of the same household to be aggregated.”

How Right Path Financial Planning, L.L.C.’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.
• Its flat or project fee of $2,000-$5,000 spans the North Carolina median of $4,800. 42% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Right Path Financial Planning, L.L.C.

• Principal: Shelton Lewis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

0.5% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,795,782

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336466

Phone

(910) 914-9408

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina