Denise Prince
IRA Group · Fuquay-Varina, North Carolina
Denise Prince is a fee-only financial advisor at IRA Group in Fuquay-Varina, North Carolina. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRA Group |
|---|---|
| Based in | Fuquay-Varina, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.42B across 691 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 4589938 |
| Exams passed | Series 65 (2001) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.iragroup.com |
How Denise's firm compares
- IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 accounts).
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Questions about Denise
Is Denise Prince a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denise holds no broker registration, and IRA Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denise charge for financial advice?
Denise's firm, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Denise Prince based?
Denise Prince is based in Fuquay-Varina, North Carolina.
Is Denise Prince registered with the SEC?
Yes. Denise Prince is registered as an investment adviser representative in GA and NC (CRD 4589938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRA Group manage?
IRA Group reports $15.42B across 691 accounts in assets under management.
How do I contact Denise Prince?
Through Denise's website, www.iragroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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