TCS Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180/hr

“TCS Financial Services, Inc. furnishes hourly advice through financial & investment consultation at a rate of $180.00 per hour with a 2.5 hour minimum that is billed on a monthly basis.”

Flat or project fee

$450⁠-⁠$15,000

“All comprehensive financial plans are offered via a negotiated fixed fee that will range from $450 to $15,000 for the initial engagement depending on type and complexity of work required.”

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

How TCS Financial Services, Inc. bills

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

• “This amount can be negotiable based upon factors such as anticipated usage and the services needed.”
• “Fees are due one-quarter (1/4) in advance, one-half (½) upon presentation of a draft document and the final one-quarter (1/4) at the presentation of the final plan.”
• “Asset management fees are assessed on a quarterly basis and are payable quarterly in advance based on the market value of the account on the last day of each calendar quarter.”

How TCS Financial Services, Inc.’s fees compare

• Its hourly rate of $180 is below the North Carolina median of $300. 11% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $450-$15,000 spans the North Carolina median of $4,800. 73% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About TCS Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2005 (21 years).

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

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$80,946,247

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136148

Phone

(877) 827-4685

Can advise clients in 4 states: Florida, North Carolina, New York, Pennsylvania

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina