Firm
FWJ Planning
Raleigh Durham Triangle, North Carolina
Fee-only
FWJ Planning 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 12 individual clients.
- Its hourly rate of $250 is in line with 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 | Raleigh Durham Triangle, North Carolina |
|---|---|
| Website | fwjplanning.com |
| [email protected] | |
| Phone | (169) 886-9460 |
FWJ Planning 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 $5,000 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Pricing for the comprehensive plan deliverable begins at $5000 per household" source
"We offer hourly planning for limited scope projects at hourly rate of $250." source
"Pricing for the comprehensive plan deliverable begins at $5000 per household" source
"we offer quarterly, semi-annual or annual check-ins once a comprehensive plan is established." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 322852 |