Roundtable Planning & Investments fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Roundtable Planning & Investments charges a flat or project fee of $3,000-$8,000 for financial planning.
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.
- Flat or project fee
- $3,000-$8,000
“We charge an annual fee of $3,000 - $8,000 for Ongoing Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Roundtable Planning & Investments 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 fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Roundtable Planning & Investments’ fees compare
- Its flat or project fee of $3,000-$8,000 spans the North Carolina median of $4,800. 60% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 16 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Roundtable Planning & Investments
- Principal: Tyler Durham
- 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
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3,298,301
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335767
- Phone
- (404) 625-5577
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
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.