Shammas Financial Planning fees and pricing

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.

Hourly rate

$349/hr

“Our hourly rate is $349.”

Flat or project fee

$499⁠-⁠$2,999

“Fixed fee rates range between $499 to $2999.”

Monthly fee

$349⁠-⁠$698/mo

“Fees are paid monthly in arrears, ranging from $349 to $698 monthly.”

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

How Shammas Financial Planning bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are due upon completion of the services.”

How Shammas Financial Planning’s fees compare

• Its hourly rate of $349 is above the North Carolina median of $300. 66% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $499-$2,999 is below the North Carolina median of $4,800. 19% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Wilmington 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 Shammas Financial Planning

• Principal: Peter Shammas
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329137

Website

x.com/ShammasFP (opens in new tab)

Phone

(910) 302-6525

Other planners in Wilmington that publish fees

• Ascendor Wealth, LLCWilmington$2,000, $500/qtr
• Counterweight Private WealthWilmington$2,500⁠-⁠$50,000
• Dovetail Financial Group LLCWilmington$300/hr, $2,500⁠-⁠$7,500
• Live Oak Private Wealth, LLCWilmington$250⁠-⁠$500/hr, $500⁠-⁠$150,000
• Lumina Wealth Management, LLCWilmington$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Masonboro AdvisorsWilmington$250/hr

Compare all 15 planners in Wilmington