Jeremy Chambers, CFP®
Financial Planning for DIY Investors
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The Hourly Advisor
Jeremy Chambers, CFP®
Rate this
Advisor
Charlotte, NC
Serving Clients Nationwide
Financial Planning for DIY Investors
Areas of Focus
- Budgeting
- Financial Life Planning
- Investing
- Retirement Planning
- Taxes
About Me
Hi, I'm Jeremy Chambers, founder of The Hourly Advisor. I founded The Hourly Advisor in 2024 to bring transparency and fairness to the financial planning process.As a CERTIFIED FINANCIAL PLANNER™ professional, my commitment is to bring you expert advice at an honest price. We deliver hourly financial advice for DIY investors, with no ongoing management fees and no subscriptions.
Prior to launching The Hourly Advisor, I spent more than a decade as a financial advisor at major financial institutions, where I prepared more than 1,000 financial plans and gained considerable experience helping clients feel confident about their financial futures.
Outside of work, I enjoy spending time with my wife and children at our home in Charlotte, North Carolina.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Charlotte, NC, 28277
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Per Session
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30 minute consultation. This meeting gives you an opportunity to ask questions, and learn about our service and philosophy. We will help you decide if we're a good fit for you. I look forward to speaking with you.About our Firm
At The Hourly Financial Advisor, we believe financial advice should benefit you, more than your advisor.We offer fee-only financial advice and a 100% money back guarantee.
✔️ Transparent Pricing
Pay for advice hourly, not by a percentage of your wealth.
✔️ Expertise You Can Trust
Over a decade of experience distilled into actionable plans.
✔️ Unbiased Guidance
Fiduciary, objective advice. No Conflicts of interest, no sales pitches.
Rethinking Financial Advice
Are you looking for a trusted Hourly Financial Advisor? Tired of seeing the scales tipped by high commissions and unfair fees? We’re here to balance them. The hourly financial advice we provide is built on trust, transparency, and the principle that your interests lead the way—always.
The Hourly Advisor, based out of Charlotte, NC, provides personalized, fee-only financial planning services across the USA, helping you achieve your financial goals without ongoing fees. Unlike traditional financial planners, we charge by the hour, ensuring unbiased, transparent advice without any commissions or product sales.
Whether you’re seeking guidance on retirement planning, budgeting, investment strategies, or tax planning, our experienced hourly financial advisor delivers tailored solutions based on your unique financial goals. We are committed to helping you make informed decisions while maintaining full control of your financial future with a fee-only financial advice model that ensures flexibility and cost-effectiveness.
Over a Decade of Experience at Your Service
Led by a CERTIFIED FINANCIAL PLANNER™(CFP®), The Hourly Advisor is uniquely committed to providing comprehensive financial planning that’s genuinely client-focused.
We stand out even among other fee-only, flat fee and hourly financial planners. With us, you only pay for the time we spend together, ensuring you’re not charged for hours spent behind the scenes building your plan or an ongoing monthly subscription fee.
This approach could save you hundreds of thousands of dollars over your lifetime, a powerful advantage over traditional asset management fees.
In today’s world, most people don’t need an asset manager. Most people need a partner to deliver clear, actionable advice that supports their unique goals. And that’s exactly what we deliver. Financial and Investment advice without ever taking custody of your assets. This structure lets you keep control while getting expert, unbiased advice that’s centered on what matters to you.
Education
University of North Carolina at Greensboro, Business Administration
Hobbies and Interests
- Family
- Golf
- Reading
- Snowboarding
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Finally, an advisor working for me, not for the corporate bottom line!
✅ Wealthtender Certified Advisor Review™
Dec 17, 2024
Jeremy was a pleasure to work with. After decades of being a DIY investor, I needed assistance in preparing for retirement. Most of the other advisors I contacted wanted to manage my assets, which was unappealing since I had handled my investments on my own for so long. While researching hourly advisors, I discovered Jeremy. He is an honest, intelligent, and highly helpful financial planner. Thanks to his guidance, I am now on track for retirement without having to pay a management fee. I wholeheartedly recommend him—just do it, and you will be very happy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 27, 2024
Working with Jeremy has been an absolute game changer! I always felt overwhelmed by financial matters, but he has made dealing with numbers easy and stress-free. Jeremy is not only extremely knowledgeable but also patient in explaining everything clearly, making sure I understand each step of the process.
Jeremy has consistently provided insightful advice and helped me make confident, informed decisions about my financial future. Beyond expertise, he is approachable, reliable, and truly great to work with. I recommend The Hourly Advisor highly enough for anyone looking to take control of their finances with a trusted professional by their side!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
I was thoroughly impressed with the service I've received from The Hourly Advisor! They took a holistic look into my finances and provided me with a detailed plan to help me achieve all of my financial goals and prepare for the future. Unlike other financial planners that take a commission of my earnings, The Hourly Advisor incorporates a flat fee structure which I really appreciate. 10/10 would recommend!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 20, 2024
Amazing Financial Advisor!
I recently switched to Jeremy from another advisor, and I couldn’t be happier with my decision. Not only does he provide better advice, but his services cost a fraction of the price. He’s incredibly fair! He takes a quiet and thoughtful approach to responding, the advice he offers is always on point. It is evident that Jeremy truly wants to help his clients on their financial journey. Because of this, I have shared information about his services with my friends and family. Jeremy’s professionalism and expertise have made a huge difference in my financial planning. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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