PlannerFees

Scholar Financial Advising, LLC fees and pricing

Financial planner in Winston-salem, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 18, 2026, Scholar Financial Advising, LLC charges $385 an hour, a flat or project fee of $7,000, and a monthly fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$385/hr
“After the initial plan is complete, Scholar provides hourly advice at a rate of $385 per hour exclusively to current clients with a plan on file presented within the past 12 months.”
Flat or project fee
$7,000
“All new client relationships begin with a flat fee comprehensive initial plan starting at $7,000 based on the client’s financial situation.”
Monthly fee
$500⁠-⁠$5,000/mo
“Recurring monthly fees for ongoing Signature Coaching Program services typically range from $500 to $5,000 per month and are determined based on each client’s individual needs and financial complexity (the “Monthly SCP Fee”).”

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

How Scholar Financial Advising, LLC bills

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

  • “All fees and plan services are not negotiable.”
  • “Payment Clients may elect to pay their advisory fees via QuickBooks for ACH transfers.”
  • “Alternatively, clients may choose to send Scholar a check.”

How Scholar Financial Advising, LLC’s fees compare

  • Its hourly rate of $385 is above the North Carolina median of $300. 79% of the 177 other North Carolina planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Winston-salem that publish an hourly rate charge less.
  • Its flat or project fee of $7,000 is above the North Carolina median of $4,800. 69% of the 172 other North Carolina planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Winston-salem that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Scholar Financial Advising, LLC

“Scholar specializes in providing comprehensive financial planning to high income or ultra high net worth individuals. Scholar offers financial advice on a flat fee and hourly project basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Stephan Shipe
  • Firm size: 8 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
235
Employees
8
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and selecting other advisers
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
298968
Website
youtube.com/@scholarfinancialadvising (opens in new tab)
Phone
(336) 360-6833

Can advise clients in 22 states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Winston-salem that publish fees

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