T. Fenn Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$125/hr

“We charge an hourly rate of $125 for financial planning advice; friends and family pay a rate of $75 per hour.”

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

How T. Fenn Financial Planning, LLC’s fees compare

• Its hourly rate of $75-$125 is below the North Carolina median of $300. None of the 177 other North Carolina planners that publish an hourly rate charge less.
• None of the 11 other planners in Chapel Hill 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.

About T. Fenn Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

60

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155410

Website

tfenn.com (opens in new tab)

Phone

(919) 929-7959

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