Toucan Financial, Inc. fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2026, Toucan Financial, Inc. charges $400 an hour, a quarterly fee of $2,000, and an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Quarterly fee
- $2,000/qtr
“New clients may be charged Toucan’s minimum quarterly fee of $2,000 while net worth is being determined.”
- Annual fee
- $8,000/yr
“The minimum annual fee is $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Toucan Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of Client’s net worth and is negotiable.”
- “The annualized fee for Comprehensive Wealth Planning is paid quarterly in arrears.”
- “Absent special circumstances (i.e., a vehicle collection with material value), we do not include student loans, consumer credit card debt or vehicles/vehicle loans in the calculation of net worth.”
How Toucan Financial, Inc.’s fees compare
- Its hourly rate of $400 is above the North Carolina median of $300. 80% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 26 of the 34 other planners in Charlotte that publish an hourly rate charge less.
- Its annual fee of $8,000 is above the North Carolina median of $6,000. 55% of the 49 other North Carolina planners that publish an annual fee charge less.
- 5 of the 11 other planners in Charlotte that publish an annual fee charge less.
About Toucan Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 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
- Minimum
- $8,000 minimum fee (stated in brochure)
- Clients
- 60
- Employees
- 1
- Works with
- High net worth individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $30,000,072
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321210
- Website
- toucan.fi (opens in new tab)
- Phone
- (980) 999-2625
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.