Fee Research

What Do Financial Advisors Cost in North Carolina?

2026 data · 365 firms · 968 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
968
In North Carolina
Total Firms
365
Registered firms
Comp. Types Reported
39
Distinct compensation types
02

Compensation Type Breakdown

How firms in North Carolina charge for their services, based on Form ADV disclosures.

Percentage of AUM347 firms · 41%
Subscription fees230 firms · 27%
Hourly charges175 firms · 21%
Performance-based fees38 firms · 5%
Commissions15 firms · 2%
Fixed fees5 firms · 1%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: CONSULTING SERVICES1 firms · 0%
Other: FAMILY OFFICE SERVICE1 firms · 0%
Other: FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.1 firms · 0%
Other: FEE/COMMISSION OFFSET1 firms · 0%
Other: FEE FOR MONITORING 3RD PARTY MANAGERS1 firms · 0%
Other: FEES SHARED WITH THIRD PARTY ADVISORS1 firms · 0%
Other: FINANCIAL PLANNING FEE1 firms · 0%
Other: FIXED FEES; PLATFORM FEES1 firms · 0%
Other: FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.1 firms · 0%
Other: LICENSE FEE1 firms · 0%
Other: NEGOTIATED FEES1 firms · 0%
Other: PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS1 firms · 0%
Other: PERFORMANCE BASED INCENTIVE ALLOCATIONS1 firms · 0%
Other: PROFITS DISTRIBUTIONS TO GENERAL PARTNERS AND MANAGERS1 firms · 0%
Other: CO-ADVISOR/SOLICITOR % OF ASSETS1 firms · 0%
Other: RECURRING FEE1 firms · 0%
Other: RECURRING FEES1 firms · 0%
Other: REFERRAL FEES FROM THIRD-PARTY RIAS1 firms · 0%
Other: RETAINER FEE, PROJECT FEE, ENGAGEMENT FEE1 firms · 0%
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS1 firms · 0%
Other: SELECTION OF OTHER ADVISORS1 firms · 0%
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS1 firms · 0%
Other: SET-UP FEES AND RELATED SERVICES1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: THIRD PARTY ADVISER FEES1 firms · 0%
Other: THIRD-PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: CO-ADVISOR FEES1 firms · 0%
Other: ACQUISITION FEE1 firms · 0%
Other: PROJECT FEES FOR PLANNING1 firms · 0%
Other: CONSULTING FEES1 firms · 0%
03

North Carolina vs. National

North Carolina Advisors
968
365 firms
National Total
48,844
18,152 firms
View full national fee analysis →

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