Firm
T. Fenn Financial Planning
Chapel Hll, North Carolina
Fee-only
T. Fenn Financial Planning 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 60 individual clients, 5 of them high net worth.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hll, North Carolina |
|---|---|
| Website | tfenn.com |
| Phone | (919) 929-7959 |
T. Fenn Financial Planning fees
T. Fenn Financial Planning 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
| Paid by | Hourly |
|---|---|
| Individual clients | 55 |
| High-net-worth clients | 5 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 19, 2026 |
| SEC record | CRD 155410 |