Firm
Cary Financial Planning
Cary, North Carolina
Fee-only
Cary Financial Planning at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 29 individual clients, 11 of them high net worth.
- Its average account is about $353,000 (assets it manages divided by its 86 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Phone | (919) 694-6945 |
Cary Financial Planning fees
Cary Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 18 |
| High-net-worth clients | 11 |
| Accounts managed | 86 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 323662 |