# Steven Thorpe

> Steven Thorpe is a fee-only financial advisor at Pragmatic Portfolios in Durham, North Carolina. Steven charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $1,800) and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/steven-thorpe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pragmatic Portfolios
- **Based in:** Durham, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $1,800; $200 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $79.3M across 193 accounts
- **Specialties:** Flat-fee planning
- **CRD:** 5788788 (https://adviserinfo.sec.gov/individual/summary/5788788)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://pragmaticportfolios.com

## Frequently asked questions

### Is Steven Thorpe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Pragmatic Portfolios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Steven charge?

According to Pragmatic Portfolios's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $1,800; $200 an hour.

### Does Steven work with clients virtually?

Yes. Pragmatic Portfolios says on its website that it works with clients remotely.

### Where is Steven Thorpe based?

Steven Thorpe is based in Durham, North Carolina.

### What does Steven specialize in?

Steven's specialties include flat-fee planning.

### Is Steven Thorpe registered with the SEC?

Yes. Steven Thorpe is registered as an investment adviser representative in NC (CRD 5788788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pragmatic Portfolios manage?

Pragmatic Portfolios reports $79.3M across 193 accounts in assets under management.

### How do I contact Steven Thorpe?

Through Steven's website, pragmaticportfolios.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5788788): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pragmaticportfolios.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.