The Hourly Advisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Hourly Advisor LLC provides fee-only, hourly financial planning to individuals and high net-worth individuals, delivering written financial plans that can address cash flow, retirement, tax, estate, insurance, and investment analysis. The firm is a solo-registered adviser (formed and registered in 2024) serving about 83 clients and explicitly does not manage client assets or accept custody.
The firm’s advice is grounded in Modern Portfolio Theory and emphasizes diversified asset allocation, with recommendations that may include both passive and active funds; investment guidance is provided as part of financial planning rather than through ongoing discretionary management. Services are billed hourly (the brochure states a $300 hourly rate), clients pay via an electronic payment processor and receive a final written plan upon completion, and implementation and trading are left to the client’s chosen custodian.
Compared with most independent advisers, the firm is notable for not offering portfolio management, not charging percentage-of-AUM or performance-based fees, and for not participating in custody or wrap programs, all of which leave implementation and proxy voting responsibilities with clients. The brochure also discloses the firm’s use of client testimonials in advertising (an uncommon practice among peers), and the principal holds CFP® certification with prior experience at large custodians and brokerages and may refer clients to third‑party professionals when appropriate.
Client services
Expertise
Fee options
$300 per hour for financial planning services. Fees are negotiable.
Fee-only: Financial planning service charged at an hourly rate of $300 per hour. Fees are negotiable. No minimum or maximum number of hours required.
Main office
Charlotte NC
Advisors at this office
1
Most active in
California · Colorado · New Jersey · New York · North Carolina · South Carolina · Texas
Also doing business as
The Hourly Advisor · The Hourly Advisor 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
Quick links
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