Tierone Capital, LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Tierone Capital, LLC charges $500 an hour and a flat or project fee of $3,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Fees will not exceed $500.00 per hour and are dependent upon the complexity of the engagement and the client’s needs.”
- Flat or project fee
- $3,000-$12,000
“The fixed fee will be between $3,000 and $12,000.00, per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tierone Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable with the payment structure agreed to in the financial planning agreement.”
- “However, TierOne Capital will not bill an amount more than $500.00 more than 6 months in advance.”
- “The client will receive an invoice and payment can be either made by check or with direct deposit (ACH) through a third-party payment processor.”
How Tierone Capital, LLC’s fees compare
- Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 29 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$12,000 spans the North Carolina median of $4,800. 70% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 22 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Tierone Capital, LLC
“Thereafter, we will then provide the prospective client with a fee quote for the applicable financial planning services.”
- Principal: Darrin Leaks
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332000
- Phone
- (980) 431-9726
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.