Charlotte, North Carolina
Alder Crown Advisory sets out the scope and the cost of every engagement before it begins, and says plainly which questions can wait.
Each service states the scope it covers. Where a price depends on the work, it is confirmed in the introductory consultation rather than quoted as a figure here.
A first conversation that establishes the question and what answering it would cost.
no charge
Introductory consultation detailsAn existing portfolio read against the purpose its holder states for it.
fee disclosed in consultation
Portfolio review detailsThe shape of retirement income: what is available, when, and what has a deadline.
custom scope
Retirement planning detailsAn engagement is agreed before it starts. The question is written down, the scope that answers it is set out in plain terms, and the cost of that scope is confirmed at that point rather than after the work. Where a question falls outside what Alder Crown Advisory does, the practice says so in the first conversation.
Photographs of the rooms and materials the work is done in. None of them shows a client, a document or a holding.
Four people share the six services between them, and each holds a file from the first conversation onward rather than passing it along.
Principal adviser
Leads introductory and second-opinion conversations by defining the decision, the available evidence and the work that would be included before discussing a recommendation. The role avoids performance promises and keeps public enquiries free of account-level information.
Planning specialist
Concentrates on retirement scenarios, business-owner planning and planning horizons. Each review distinguishes assumptions from confirmed facts and presents tradeoffs in language a household can use in a real decision.
I came in with a folder of statements and no real question, which I said at the start. The hour was spent separating what needed a decision this year from what did not, and I left with three things written down.
Theo R.
The part I had been dreading was being told a number and asked to trust it. Instead the work started with what I expect to have and when it becomes available, and the deadlines were marked on a single page.
Simone H.
What was written on the website is what happened in the room. No trade was placed and none was suggested, and I asked twice whether there was a product at the end of it.
Elliot E.
Start with the service descriptions and prices. Contact the business when two options appear equally suitable.
Published prices apply to the stated scope. Any “from” or custom price requires a confirmed estimate before work begins.
Bring only the documents directly relevant to the question. Sensitive information should be exchanged through the business’s approved process, not an ordinary website message.
Yes. Use the contact form to name a preferred staff member; availability is confirmed separately.
It carries no charge, and it ends either with a scope worth agreeing or with a clear statement that none of the six services fits.
It is published in the open, where anyone can copy it, so it is left short of its final polish and audit pass. The design chosen is fully audited and polished before it goes live.