Tolley Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$4,000

“The fixed fee can range between $1,500.00 and $4,000.00.”

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

How Tolley Financial Group, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

How Tolley Financial Group, LLC’s fees compare

• Its flat or project fee of $1,500-$4,000 is below the North Carolina median of $4,800. 32% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 5 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Tolley Financial Group, LLC

• Principal: Jacob Tolley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

170

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and insurance companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$121,857,197

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

302115

Website

tolleyfinancialgroup.com (opens in new tab)

Phone

(919) 747-9698

Can advise clients in 6 states: Florida, Kansas, North Carolina, South Carolina, Texas, Utah

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

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