Tarheel Advisors, LLC fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 28, 2026, Tarheel Advisors, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Tarheel Advisors charges $300/hour for a financial review and creation of a full financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tarheel Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management Fees - Pursuant to a signed investment advisory contract, the client will pay Tarheel Advisors, LLC a quarterly Management Fee, payable in arrears.”
How Tarheel Advisors, LLC’s fees compare
- Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 5 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
About Tarheel Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 138
- Employees
- 2
- 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, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $137,773,753
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149308
- Phone
- (984) 271-1993
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
Is something on this page wrong or out of date?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.