Sam Badgley Inc. fees and pricing

Financial planner in Raleigh, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 12, 2026, Sam Badgley Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial plans are provided at an hourly rate not to exceed $250.00 per hour.”

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

“The fee is negotiable based on the size of the account.”
“Upon written notice of termination, fees will be prorated based upon the number of days that services were rendered during the termination quarter.”
“Fees for planning services are agreed upon in advance in writing, but due upon presentation of the financial plan.”

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.
3 of the 23 other planners in Raleigh that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152632
Website: sambadgley.com (opens in new tab)
Phone: (304) 483-1788

Can advise clients in 3 states: North Carolina, Ohio, West Virginia

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