Tassel Capital Management, Inc fees
Financial planner in Matthews, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 26, 2026, Tassel Capital Management, Inc (Matthews, NC) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the North Carolina median of $300.
“Hourly fees range up to $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 5 employees
How Tassel Capital Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Retirement plan advisory fees are billed quarterly either in advance or in arrears of each quarter.”
About Tassel Capital Management, Inc
- Founded: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 240
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $266 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 26, 2026
- CRD number
- 121112 (opens in new tab)
- Phone
- (704) 814-6780
Registered or notice filed in 5 states: Alabama, Florida, Illinois, North Carolina, South Carolina
Other planners in Matthews that publish fees
- KubiTree LLCMatthewsFlat $500
- Sapere Wealth Management, LLCMatthewsHourly $125-$500/hr, Flat $1,000-$15,000
- Telos Wealth AdvisorsMatthewsHourly $300/hr
More planners in North Carolina that publish fees
- Integrated Financial Coaching and PlanningWeavervilleFlat $2,000
- Wessel Investment Counsel, L.L.C.AshevilleFlat $1,000-$2,500
- Brecken Capital Advisors, LLCWeddingtonFlat $500-$2,000
- Lake Effect Wealth LLCCharlotteHourly $200-$300/hr, Annual $2,000-$20,000/yr
- The Hourly Advisor LLCCharlotteHourly $300/hr
- Greenway Wealth Advisors, LLCCharlotteHourly $150-$350/hr
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.