# Raymond Eustace

> Raymond Eustace is a fee-only financial advisor at Eustace Advisors in Cary, North Carolina. Raymond charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,100 a year and one-time plans from $2,000).

Page: https://find.wellspent.co/advisors/raymond-eustace/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eustace Advisors
- **Based in:** Cary, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,100 a year; one-time plans from $2,000; $200 an hour
- **CRD:** 7641105 (https://adviserinfo.sec.gov/individual/summary/7641105)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.eustaceadvisors.com

## Frequently asked questions

### Is Raymond Eustace a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Eustace Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Raymond charge for financial advice?

Raymond charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Raymond charge?

According to Eustace Advisors's website, checked October 30, 2026: ongoing planning from $2,100 a year; one-time plans from $2,000; $200 an hour.

### Where is Raymond Eustace based?

Raymond Eustace is based in Cary, North Carolina.

### Is Raymond Eustace registered with the SEC?

Yes. Raymond Eustace is registered as an investment adviser representative in NC (CRD 7641105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Raymond Eustace?

Through Raymond's website, www.eustaceadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7641105): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.eustaceadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.