Stalwart Financial Planning fees and pricing
Financial planner in Fayetteville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Stalwart Financial Planning charges $270 an hour and 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 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $270/hr
“The hourly rate is $270 per hour, and you will be billed in six-minute increments (1/10th an hour).”
- Flat or project fee
- $1,000-$5,000
“Project fees take into consideration factors such as the estimated amount of time dedicated to the engagement and the complexity of your project, and your financial profile, and typically range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stalwart Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may also assess a fixed fee for our educational workshops that is payable by the individual attendee or the workshop sponsor, such as an association or employer.”
- “The fee is announced and generally due in advance of the presentation.”
- “Fees will be billed quarterly in arrears.”
How Stalwart Financial Planning’s fees compare
- Its hourly rate of $270 is below the North Carolina median of $300. 44% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 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 Stalwart Financial Planning
“Stalwart Financial Planning provides a range of financial planning and investment advisory services to people from all walks of life. The firm's primary focus is to provide financial planning services, including cash flow and budgeting, education funding, retirement planning, risk management, and estate planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- 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
- 0.85% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $10,285,917
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159711
- Phone
- (910) 867-8464
Other planners in North Carolina that publish fees
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.