Why Fee-Only CERTIFIED FINANCIAL PLANNER™ l Old Peak Finance, Chapel Hill


Old Peak is a "fee-only" financial advisor. You should only hire a fee-only advisor.

"Fee-only" means we don't make commissions by selling you products. So, we have no incentive to recommend a high-fee product. For example, many advisors push variable annuities, high-fee mutual funds or permanent life insurance because they are particularly profitable for the advisor.

Our fee does not change based on which investments or products you buy. Our fee varies only based on the level of assets we manage on your behalf.

“Fee-only” is not the same as “fee-based”. You should be wary of "fee-based" advisors. They charge a fee, like we do, but they also charge commissions on product sales.

Look for a fee-only advisor. That way, you maximize the likelihood you will get advice truly in your interests.

Our Fees

We provide comprehensive financial planning and investment management. Our fees reflect that.

We charge new clients an annual financial planning fee of $10,000. We separately charge a fee of 0.25% on assets we manage. For example, a client with $2 million under management would pay an annual fee of $10,000 + $5,000 = $15,000.

All clients pay quarterly, in arrears.

We have a separate fee schedule for new clients who have a more modest net worth and are in the early stages of their careers.

Have Questions about how financial planning can help you?

Sign up for a complimentary call. We'll listen and determine together if we can help you achieve your goals.

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