Present Day Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Present Day Financial Planning provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both ongoing and project-based financial planning engagements and manages individual portfolios on a discretionary basis.
The adviser builds client-specific investment policies and asset-allocation plans, drawing on modern portfolio theory and a mix of passive and active funds to align portfolios with clients’ risk tolerances and goals. It implements strategies using third‑party model and custodial platforms (including Betterment, Altruist, and Schwab model marketplaces) and may recommend or select outside managers or model portfolios as part of portfolio construction while accommodating reasonable client-imposed restrictions.
Noteworthy for a newly registered, fee-only firm, Present Day charges a combination of hourly and fixed project fees in addition to ongoing planning arrangements, and explicitly documents the selection of other advisers without sharing in those advisers’ fees. The firm also states it does not act as an adviser to private funds and does not take custody of client assets, relying on qualified custodians for account holding and execution.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for project-based financial planning services range from $250 to $15,000
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.35%
$350 per hour for project-based financial planning services
Fee-only: Financial Planning services offered as ongoing annual fees ranging from $500 to $15,000 and project-based fixed fees ranging from $250 to $15,000 or $350 per hour hourly fees.
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Present Day Financial Planning · Present Day Financial Planning LLC · Present Day Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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