Thayer Financial, L.L.C. fees and pricing
Financial planner in Hickory, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 18, 2026, Thayer Financial, L.L.C. charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“The flat fee for this service typically ranges from $1,500 to $5,000, half of which is due upon engagement with the balance due upon the completion of services rendered. Pension consulting fees are prorated from the date a client’s assets are first designated to be under Adviser’s management to the effective…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thayer Financial, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by a third-party payment processor or check upon the completion of services rendered. When charging on a flat fee basis, the flat fee will be agreed upon before the start of services.”
- “Fees for this service may be paid by a third-party payment processor or check upon the completion of services rendered.”
- “February 18, 2026 The fee for the one-time, live, 90-minute focused financial planning session is charged in advance at the time a client schedules the appointment.”
How Thayer Financial, L.L.C.’s fees compare
- Its flat or project fee of $1,500-$5,000 spans the North Carolina median of $4,800. 39% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Thayer Financial, L.L.C.
- Firm size: 3 employees.
- Registered as an adviser: 2026.
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
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 117
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $106,449,059
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304729
- Phone
- (828) 569-2785
Can advise clients in 4 states: North Carolina, Tennessee, Texas, West Virginia
Other planners in Hickory that publish fees
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- 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
- Absher Wealth Management, LLCChapel Hill$20,000
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.