Steven Thorpe
Pragmatic Portfolios · Durham, North Carolina
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.
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Specialties
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 |
| Accepting new clients | Not currently |
| Assets under management | $79.3M across 193 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5788788 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pragmaticportfolios.com |
| Profile |
How Steven's firm compares
- Ongoing planning starts at $2,400 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,800, in line with the North Carolina median of $1,950 for fee-only firms that publish prices.
- The hourly rate is $200, below the North Carolina median of $250 for fee-only firms that publish prices.
- Pragmatic Portfolios's average account is about $411,000, from its Form ADV (assets managed divided by 193 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Pragmatic Portfolios website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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