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Flat Fee Financial PlanningFinancial advisor in Charlotte, NC

Flat Fee Financial Planning is a financial advisor at 919 Berryhill Rd Ste 102, Charlotte, NC 28208, ranked #20 of 273 financial advisors in Charlotte and rated 5.0 from 29 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 774-5390Website ↗

Key facts

Key facts about Flat Fee Financial Planning
Address919 Berryhill Rd Ste 102, Charlotte, NC 28208Get directions
Phone(704) 774-5390
Websiteflatfee-financial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Mount Holly, Belmont, Matthews, Huntersville, Mint Hill, Harrisburg, Stallings, Indian Trail, Weddington, Cornelius and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Flat Fee Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Flat Fee Financial Planning

How is Flat Fee Financial Planning ranked in Charlotte?

Flat Fee Financial Planning is ranked #20 of 273 financial advisors in Charlotte by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Flat Fee Financial Planning’s hours?

Flat Fee Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Flat Fee Financial Planning serve?

Serves Charlotte and 11 towns within 25 miles: Mount Holly, Belmont, Matthews, Huntersville, Mint Hill, Harrisburg, Stallings, Indian Trail, Weddington, Cornelius and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Flat Fee Financial Planning?

Flat Fee Financial Planning has a rating of 5.0 from 29 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Flat Fee Financial Planning?

Call Flat Fee Financial Planning on (704) 774-5390. The business is at 919 Berryhill Rd Ste 102, Charlotte, NC 28208. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Flat Fee Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Flat Fee Financial Planning (this business)—705.0 (29)NoNo
Bret Cozewith: Primerica - Financial Services#18715.0 (33)——6.7 mi
KKS Audit Financial Services#21705.0 (29)NoNo7.7 mi

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