Spartan Planning Group fees and pricing

Published fees

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

Flat or project fee

$1,500⁠-⁠$5,000

“Spartan Planning may, depending on the complexity of the engagement and services rendered, charge a financial planning fee (typically from $1,500-$5,000) for the initial comprehensive financial plan provided as a stand-alone plan or as part of our Wealth Management services.”

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

How Spartan Planning Group bills

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

• “Upon engagement Spartan Planning will invoice for the prorated first quarter of fees.”
• “If direct deduction of fees is not initiated and/or not available, Spartan Planning will invoice the client to pay outstanding fees within 30 days of receipt of invoice.”
• “Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.”

How Spartan Planning Group’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the North Carolina median of $4,800. 39% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Greensboro that publish a flat or project fee charge less.

About Spartan Planning Group

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Clients

196

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$383,681,575

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166599

Website

spartanplanninggroup.com (opens in new tab)

Phone

(800) 371-1292

Can advise clients in 2 states: Georgia, North Carolina

Other planners in Greensboro that publish fees

• By Design Financial PlanningGreensboro$250/hr, $2,400⁠-⁠$6,000/yr
• Clef Financial, LLCGreensboro$1,000⁠-⁠$10,000
• Defining Legacy AdvisorsGreensboro$500⁠-⁠$10,000
• Legs FinancialGreensboro$3,600⁠-⁠$6,000, $7,200⁠-⁠$16,000/yr
• Level Wealth Management LLCGreensboro$200⁠-⁠$15,000
• Park Wealth Management, LLCGreensboro$150/hr

Compare all 21 planners in Greensboro