The Hourly Advisor LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
83
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
Very HighAverage account size
$0
About
The Hourly Advisor LLC provides fee-only, hourly financial planning services to individuals and high-net-worth individuals, delivering written financial plans that address areas such as cash flow and debt management, retirement, tax planning, estate planning, insurance, and investment analysis. The firm may recommend third‑party professionals when appropriate but does not manage client assets or accept custody of client funds.
Investment guidance is framed around modern portfolio theory, asset allocation, and a blend of passive and active fund considerations, with an emphasis on long-term growth and tax efficiency; specific recommendations are non‑discretionary and intended to help clients implement portfolios through their chosen custodians. Clients receive written plans and rely on custodial trade confirmations and account statements for transaction and account reporting.
What is distinctive for a solo independent adviser is that the firm focuses exclusively on planning engagements rather than providing portfolio management or AUM-based advisory services, and it operates on an hourly, fee‑only basis rather than maintaining custody or discretionary authority. The brochure also discloses the firm’s use of client testimonials in its advertising and notes the principal’s CFP® credential as part of the firm’s professional framework.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$300 per hour
Fee-only: Hourly fee of $300 per hour for financial planning services
Main office location
The Hourly Advisor LLC
Charlotte NC, United States
Number of offices
1
Most active in
The Hourly Advisor LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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