The Abc Squared fees and pricing

Financial planner in Indian Trail, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2026, The Abc Squared charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “The negotiated hourly fee for these services is between $200 and $500.”

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

“Clients may terminate the agreement without penalty, for full refund of TheABC²’s fees, within five business days of signing the Financial Planning Agreement.”
“Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check.”
“Fixed fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”

Its hourly rate of $200-$500 spans the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning
Assets managed: $1,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334631
Website: theabcsquared.com (opens in new tab)
Phone: (704) 668-3101

Is something on this page wrong or out of date?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.