Strategic Advisory Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We also provide financial planning services at the rate of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,500-$5,000 plus an annual fee of $1,200 - $9,600, based on complexity and needs of the Client, and may be negotiable in certain cases.”

Annual fee

$1,200⁠-⁠$9,600/yr

From the same sentence as above.

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

How Strategic Advisory Partners bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The annual fee will be paid in advance, in equal monthly or quarterly installments, by electronic funds transfer, debit/credit card or check.”

How Strategic Advisory Partners’ fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Greensboro that publish an hourly rate charge less.
• 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.
• Its annual fee of $1,200-$9,600 spans the North Carolina median of $6,000. 45% of the 49 other North Carolina planners that publish an annual fee charge less.
• 1 of the 2 other planners in Greensboro that publish an annual fee charge less.

About Strategic Advisory Partners

• Firm size: 8 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1.5% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

333

Employees

8

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

$191,433,909

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

314842

Website

instagram.com/strategicadvisorypartners (opens in new tab)

Phone

(336) 790-2560

Can advise clients in 3 states: Louisiana, North Carolina, South 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