Fee Research

What Do Financial Advisors Cost in North Carolina?

2026 data · 490 firms · 1,885 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
1,885
In North Carolina
Total Firms
490
Registered firms
Comp. Types Reported
52
Distinct compensation types
02

Compensation Type Breakdown

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

Percentage of AUM428 firms · 42%
Subscription fees251 firms · 24%
Hourly charges185 firms · 18%
Performance-based fees93 firms · 9%
Commissions16 firms · 2%
Fixed fees6 firms · 1%
Other: CARRIED INTEREST2 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: CONSULTING FEES1 firms · 0%
Other: CONSULTING SERVICES1 firms · 0%
Other: EXPENSE REIMBURSEMENT1 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 DETERMINED AS A % OF CLIENT TOTAL CAPITAL1 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: GENERAL PARTNER CARRIED INTEREST1 firms · 0%
Other: HYBRID MINIMUM + BPS1 firms · 0%
Other: INVESTMENTS1 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: PROJECT FEES FOR PLANNING1 firms · 0%
Other: RECURRING FEE1 firms · 0%
Other: RECURRING FEES1 firms · 0%
Other: REFERRAL FEES FROM THIRD-PARTY RIAS1 firms · 0%
Other: REIMBURSEMENT OF VARIABLE EXPENSES AND COSTS1 firms · 0%
Other: RETAINER FEE, PROJECT FEE, ENGAGEMENT FEE1 firms · 0%
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS1 firms · 0%
Other: SECURITY RECOMMENDATIONS1 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS1 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: THIRD PARTY ADVISER FEES1 firms · 0%
Other: THIRD-PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: ACQUISITION FEE1 firms · 0%
Other: ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES1 firms · 0%
Other: A PERCENTAGE OF EQUITY UNDER MANAGEMENT1 firms · 0%
Other: BUSINESS ADVISORY SERVICES1 firms · 0%
Other: CO-ADVISOR FEES1 firms · 0%
Other: CO-ADVISOR/SOLICITOR % OF ASSETS1 firms · 0%
Other: CONSULTING1 firms · 0%
03

North Carolina vs. National

North Carolina Advisors
1,885
490 firms
National Total
113,827
27,306 firms
View full national fee analysis →

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