Firm
Portolan Financial
Durham, North Carolina
Fee-only
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | portolanfinancial.com |
| Phone | (203) 482-8004 |
Portolan Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $150 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"In this example, 10 hours at $150/hour is an annual fee of $1,500." source
"your annual fee is based on 1% of AUA up to $500,000, plus 0.25% for any amount of AUA in excess of $500,000" source
"In this example, 10 hours at $150/hour is an annual fee of $1,500." source
"If you have over $250,000 of AUA, your annual fee is based on 1% of AUA up to $500,000, plus 0.25% for any amount of AUA in excess of $500,000" 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 | $10 million |
| Individual clients | 46 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 291370 |