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Northpath Financial Advisors

Plans & pricing

Pricing

Straightforward pricing for Northpath Financial Advisors, with no surprises at checkout.

Pricing

Clear, upfront pricing

Honest pricing with no surprises. Final pricing is confirmed at your visit based on your individual needs.

Retirement Planning

Transparent, tiered pricing scoped to your goals; fixed scope agreed up front.

A clear path from today's accounts to retirement you can trust.

  • Work scoped to what actually moves your numbers
  • Transparent, tiered options with a fixed scope up front
  • Regular check-ins and plain-language reporting
  • Measurable results tracked against clear goals

Investment Management

Transparent, tiered pricing scoped to your goals; fixed scope agreed up front.

Ongoing portfolio oversight aligned to your plan, not sales targets.

  • Work scoped to what actually moves your numbers
  • Transparent, tiered options with a fixed scope up front
  • Regular check-ins and plain-language reporting
  • Measurable results tracked against clear goals

Estate & Legacy Planning

Transparent, tiered pricing scoped to your goals; fixed scope agreed up front.

A documented strategy so your family inherits clarity, not confusion.

  • Work scoped to what actually moves your numbers
  • Transparent, tiered options with a fixed scope up front
  • Regular check-ins and plain-language reporting
  • Measurable results tracked against clear goals

Plan Consolidation

Transparent, tiered pricing scoped to your goals; fixed scope agreed up front.

Turn scattered accounts and worries into one unified roadmap.

  • Work scoped to what actually moves your numbers
  • Transparent, tiered options with a fixed scope up front
  • Regular check-ins and plain-language reporting
  • Measurable results tracked against clear goals

Quarterly Plan Reviews

Transparent, tiered pricing scoped to your goals; fixed scope agreed up front.

Regular check-ins that keep your strategy in sync with life changes.

  • Work scoped to what actually moves your numbers
  • Transparent, tiered options with a fixed scope up front
  • Regular check-ins and plain-language reporting
  • Measurable results tracked against clear goals

Have a question about pricing or what’s included? Get in touch and we’ll walk you through it.

FAQ

Frequently asked questions

What does fee-only mean?

We're paid only by you — no commissions, no product sales. Our advice is built around your goals, not a sales quota.

Is there an account minimum?

We work with savers at many stages. The first conversation is about your goals, not your balance — we'll be upfront about whether we're a fit.

How often will we meet?

We review your plan together regularly and any time life changes — a new job, a home, a baby, a windfall.

Credentials

Licensed, insured & accredited

Backed by 12+ years of commercial work and the credentials to match.

Certifications

  • Credentialed, experienced professionals

Memberships

  • Charlotte Chamber of Commerce member
  • Better Business Bureau — A+ Accredited

Ready to start your project?

Tell us what you have in mind and we’ll put together a clear, no-obligation estimate for Charlotte, Greater Charlotte, the Charlotte metro area.

Request a free estimate(704) 555-0192

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