Firm
Curated Capital & Planning LLC
Lewisville, North Carolina
Fee-only
Curated Capital & Planning LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients, 3 of them high net worth.
- Its average account is about $146,000 (assets it manages divided by its 58 accounts).
- Its hourly rate of $175 is below the North Carolina median of $250.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Lewisville, North Carolina |
|---|---|
| Website | curatedcp.com |
| [email protected] | |
| Phone | (336) 210-6420 |
Curated Capital & Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Hourly | $175 an hour |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"My fee for a comprehensive financial plan starts at $2,500 and can vary depending on complexity." source
"My consulting fee for hourly projects is $175 per hour." source
"Our annual advisory fees are tiered, meaning when you reach the next level, the next dollar is charged at the lower rate" source
"My consulting fee for hourly projects is $175 per hour." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 30 |
| High-net-worth clients | 3 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 316143 |