Sycamore Financial Planning, LLC fees and pricing

Financial planner in Durham, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 21, 2026, Sycamore Financial Planning, LLC charges $320⁠-⁠$380 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $320⁠-⁠$380/hr; “These services are billed at $320 per hour for engagements led by Joshua Holland and Ethan Earles and billed at $380 per hour for engagements led by Charles Clifton. ➢ The service agreement specifies whether your services are discretionary or non-discretionary. ➢ ➢ Under a discretionary agreement, we will make…”

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

“Services offered under this program are billed based on an agreed annual fixed fee that may be adjusted at any time in consultation with the client.”
“Sycamore’s clients are not required to fully pay for services in advance.”
“Should you terminate the agreement, you may be invoiced for any time charges incurred by the Firm in the preparation of your financial plan or investment recommendation.”

Its hourly rate of $320-$380 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 11 other planners in Durham that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“The Firm provides fee‐only financial planning and portfolio management services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 34
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $104,170,793
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159212
Website: yelp.com/biz/sycamore-financial-planning-durham (opens in new tab)
Phone: (919) 213-1737

Is something on this page wrong or out of date?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.