Marcus Fryar
Fryar Financial LLC · Durham, North Carolina
Marcus Fryar is a fee-only financial advisor at Fryar Financial LLC in Durham, North Carolina, who holds the AWMA, CFP and ChFC credentials. Fryar Financial LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fryar Financial LLC |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $19.4M across 117 accounts |
| Credentials | AWMA · CFP · ChFC · CRPC · MBA |
| SEC registration | Investment adviser representative in MD, NC, TX · CRD 2140086 |
| Exams passed | Series 63 (2006) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fryarfinancial.com |
| Profile |
How Marcus's firm compares
- Fryar Financial LLC's average account is about $166,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Marcus
Is Marcus Fryar a fee-only financial advisor?
Yes. Marcus Fryar 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 Marcus's firm.
How does Marcus charge for financial advice?
Marcus's firm, Fryar Financial LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marcus Fryar based?
Marcus Fryar is based in Durham, North Carolina.
What credentials does Marcus Fryar hold?
Marcus Fryar holds the AWMA, CFP, ChFC, CRPC and MBA credentials.
Is Marcus Fryar registered with the SEC?
Yes. Marcus Fryar is registered as an investment adviser representative in MD, NC and TX (CRD 2140086), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fryar Financial LLC manage?
Fryar Financial LLC reports $19.4M across 117 accounts in assets under management.
How do I contact Marcus Fryar?
Through Marcus's website, fryarfinancial.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
- 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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