Spectrum Advisers, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“If services are offered on an hourly basis, he maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$2,500⁠-⁠$20,000

“Flat fees range from $2,500 to $20,000.”

Monthly fee

$750/mo

“For these services, inclusive of Participant-Level, Non-Fiduciary services, a minimum monthly fee of $750 applies.”

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

How Spectrum Advisers, LLC bills

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

• “In rare cases or when assets are not under SPECTRUM”S discretionary management, our firm may agree to directly invoice.”
• “Fees are due monthly in advance, and a pro-rata refund will be paid to Client if cancelled within any month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Spectrum Advisers, LLC’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 11 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$20,000 spans the North Carolina median of $4,800. 84% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.

About Spectrum Advisers, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$25,677,040

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151277

Website

spectrumadvisers.com (opens in new tab)

Phone

(312) 475-1348

Can advise clients in 2 states: Illinois, North Carolina

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500⁠-⁠$50,000/yr
• CH Capital ManagementChapel Hill$250/hr, $5,000
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Hilltop Wealth Advisors, LLCChapel Hill$5,000⁠-⁠$50,000

Compare all 21 planners in Chapel Hill