A complete list of active advisors currently associated with The Hourly Advisor LLC
Warmer can help you find a great advisor at The Hourly Advisor LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Hourly Advisor LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 11
|
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