Firm
Pragmatic Portfolios
Durham, North Carolina
Fee-only
Pragmatic Portfolios at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 43 individual clients, 31 of them high net worth.
- Its average account is about $411,000 (assets it manages divided by its 193 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the North Carolina median of $4,500.
- Its hourly rate of $200 is below the North Carolina median of $250.
- 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 | Durham, North Carolina |
|---|---|
| Website | pragmaticportfolios.com |
| [email protected] | |
| Phone | (919) 883-4216 |
Pragmatic Portfolios 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $1,800 |
| Hourly | $200 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"followed by $2,400/year payable in quarterly installments, in arrears." source
"$1,800 startup fee payable after development and acceptance of investment plan" source
"my fees are $200/hour" source
"followed by $2,400/year payable in quarterly installments, in arrears." 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 |
|---|---|
| Assets managed | $79 million |
| Individual clients | 12 |
| High-net-worth clients | 31 |
| Accounts managed | 193 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 153764 |