Firm
Elbert Financial Consulting
Charlotte, North Carolina
Fee-only
Elbert Financial Consulting at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 30 individual clients, 18 of them high net worth.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Phone | (704) 759-8018 |
Elbert Financial Consulting fees
Elbert Financial Consulting doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly |
|---|---|
| Individual clients | 12 |
| High-net-worth clients | 18 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 117847 |