Firm
Thayer Financial
Hickory, North Carolina
Fee-only
Thayer Financial 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 2 employees and 117 individual clients, 45 of them high net worth.
- Its average account is about $216,000 (assets it manages divided by its 493 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the North Carolina median of $4,500.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Hickory, North Carolina |
|---|---|
| Website | thayerfinancial.com |
Thayer Financial 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1.15% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"there is a $10,000 minimum annual fee" source
"First $250,000 1.15%" source
"individuals and couples with over $1,000,000 in investable assets" source
"This blended fee schedule is an annual investment management fee billed against assets under management" 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 | $106 million |
| Individual clients | 72 |
| High-net-worth clients | 45 |
| Accounts managed | 493 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135029) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 304729 |