Paul Yokabitus
Cary Financial Planning · Cary, North Carolina
Paul Yokabitus is a fee-only financial advisor at Cary Financial Planning in Cary, North Carolina. Cary Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cary Financial Planning |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.4M across 86 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7517644 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Paul's firm compares
- Cary Financial Planning's average account is about $353,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Paul
Is Paul Yokabitus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Cary Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Cary Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Yokabitus based?
Paul Yokabitus is based in Cary, North Carolina.
Is Paul Yokabitus registered with the SEC?
Yes. Paul Yokabitus is registered as an investment adviser representative in NC (CRD 7517644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cary Financial Planning manage?
Cary Financial Planning reports $30.4M across 86 accounts in assets under management.
How do I contact Paul Yokabitus?
Contact details aren't on file yet. Search for Cary Financial Planning.
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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