Raymond Eustace
Eustace Advisors · Cary, North Carolina
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).
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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 |
| SEC registration | Investment adviser representative in NC · CRD 7641105 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.eustaceadvisors.com |
| Profile |
How Raymond's firm compares
- Ongoing planning starts at $2,100 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $2,000, in line with the North Carolina median of $1,950 for fee-only firms that publish prices.
- The hourly rate is $200, below the North Carolina median of $250 for fee-only firms that publish prices.
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Questions about Raymond
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.
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
- Eustace Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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