University Financial Strategies, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$250⁠-⁠$5,000

“Fixed fee rates range between $250 to $5,000.”

Annual fee

$1,200⁠-⁠$7,500/yr

“Thereafter, an ongoing annual fee that can be paid upfront, monthly or quarterly, at the rate of $1,200 - $7,500 per year also based on complexity.”

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

How University Financial Strategies, 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 bank transfer, credit card, or check.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on 9 the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How University Financial Strategies, LLC.’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 6 of the 23 other planners in Raleigh that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the North Carolina median of $4,800. 30% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 4 of the 20 other planners in Raleigh that publish a flat or project fee charge less.
• Its annual fee of $1,200-$7,500 spans the North Carolina median of $6,000. 33% of the 49 other North Carolina planners that publish an annual fee charge less.
• 1 of the 5 other planners in Raleigh that publish an annual fee charge less.

About University Financial Strategies, LLC.

• Principal: Mark Kelly
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 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

Highest asset based fee in brochure

1.5% a year

Clients

24

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$15,198,131

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297121

Website

universityfinancialstrategies.com (opens in new tab)

Phone

(919) 578-6500

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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