Edward Fulbright
Fulbright Financial Consulting, PA · Durham, North Carolina
Edward Fulbright is a fee-only financial advisor at Fulbright Financial Consulting, PA in Durham, North Carolina, who holds the CPA/PFS credential. Edward charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Retirees
- Founders
- Physicians
Facts
| Firm | Fulbright Financial Consulting, PA |
|---|---|
| Based in | Durham, North Carolina |
| Fee model | Ongoing planning fee |
| Assets under management | $70.8M across 238 accounts |
| Credentials | CPA/PFS |
| SEC registration | Investment adviser representative in NC, TX · CRD 1290317 |
| Exams passed | Series 63 (1984) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | moneyful.com |
| Profile |
How Edward's firm compares
- Fulbright Financial Consulting, PA's average account is about $297,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Edward
Is Edward Fulbright a fee-only financial advisor?
Yes. Edward Fulbright is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Edward's firm.
How does Edward charge for financial advice?
Edward charges an ongoing planning fee.
Where is Edward Fulbright based?
Edward Fulbright is based in Durham, North Carolina.
What does Edward specialize in?
Edward's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Edward works with retirees, founders and physicians.
What credentials does Edward Fulbright hold?
Edward Fulbright holds the CPA/PFS credential.
Is Edward Fulbright registered with the SEC?
Yes. Edward Fulbright is registered as an investment adviser representative in NC and TX (CRD 1290317), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fulbright Financial Consulting, PA manage?
Fulbright Financial Consulting, PA reports $70.8M across 238 accounts in assets under management.
How do I contact Edward Fulbright?
Through Edward's website, moneyful.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Fulbright Financial Consulting, PA website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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