Firm
Sycamore Financial Planning, LLC
Charlotte, North Carolina
Fee-only
Sycamore Financial Planning, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 34 individual clients, 3 of them high net worth.
- Its average account is about $868,000 (assets it manages divided by its 120 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | sycamorefinancialplanning.com |
| [email protected] | |
| Phone | (980) 272-7676 |
Sycamore Financial Planning, LLC 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"Comprehensive. Fee-Only. No Minimums." source
"Sycamore Financial Planning, LLC is a fee-only, hourly financial planning firm" 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 | $104 million |
| Individual clients | 31 |
| High-net-worth clients | 3 |
| Accounts managed | 120 |
| Employees | 5 |
| Planning clients | 251-500 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 159212 |