Firm
Old Peak Finance
Chapel Hill, North Carolina
Fee-only
Old Peak Finance at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 8 advisors are listed here; all hold the CFP.
- Its Form ADV reports 10 employees and 174 individual clients, 107 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 674 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | oldpeakfinance.com |
| [email protected] | |
| Phone | (919) 459-8181 |
Old Peak Finance 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 0.3% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We charge an annual planning fee of $10,000 plus 0.3% annually on any assets we manage." source
"We charge an annual planning fee of $10,000 plus 0.3% annually on any assets we manage." source
"We don’t have a minimum." source
"We manage $3M - $4M for our average client, but there is a wide range." 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 · Fixed fees |
|---|---|
| Assets managed | $714 million |
| Individual clients | 67 |
| High-net-worth clients | 107 |
| Accounts managed | 674 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-109968) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 154804 |