Springboard Financial Services fees and pricing
Financial planner in Black Mountain, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Springboard Financial Services charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Depending upon the complexity of the situation and the needs of the Client, the fee for Financial Planning Services can range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Springboard Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Take $6,875 ÷ 365 (days in a year) x 90 (days in the quarter) = $1,695.21, the quarterly fee to be billed.”
- “These fees are generally negotiable, and the final fee schedule is agreed upon in the Financial Services Agreement.”
How Springboard Financial Services’ fees compare
- Its flat or project fee of $1,000-$5,000 spans the North Carolina median of $4,800. 35% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Springboard Financial Services
“Offered Springboard Financial Services offers Financial Management and/or Financial Planning Services to individuals and families (each referred to as a “Client”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323793
- Phone
- (828) 202-3096
Other planners in Black Mountain that publish fees
- Collie Financial Planning, Inc.Black Mountain$200/hr, $1,500-$7,500
- 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
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
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.