Scharl Advisory Services, Inc. fees and pricing
Financial planner in Hillsborough, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Scharl Advisory Services, Inc. charges an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000/yr
“Soft Dollars SCHARL ADVISORY SERVICES, INC. receives a software maintenance credit of about $3,000 per year from Charles Schwab & Company because some client assets are custodied at Schwab.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scharl Advisory Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are billed in arrears and presented to clients for payment.”
How Scharl Advisory Services, Inc.’s fees compare
- Its annual fee of $3,000 is below the North Carolina median of $6,000. 18% of the 49 other North Carolina planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Scharl Advisory Services, Inc.
“SERVICES, INC. has been in business since 1989 providing personalized confidential financial planning and investment management to individuals and small businesses. SERVICES, INC. provides Financial Planning and Investment A”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA.
- Founded: 1989 (37 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118171
- Phone
- (919) 880-3689
Other planners in Hillsborough that publish fees
- Personal Path Financial PlanningHillsborough$300/hr
- Wanderwealth Inc.Hillsborough$6,000-$20,000/yr
- 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
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.