Phoenix Financial Solutions

Phoenix Financial Solutions 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 5 individual clients.
• Its website says it's taking new clients.

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Phoenix Financial Solutions fees

Phoenix Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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

Advisors at this firm (1)

• Wendell Jones

  CFP · ChFC