Firm
Eustace Advisors
Cary, North Carolina
Fee-only
Eustace Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 22 individual clients, 4 of them high net worth.
- Its ongoing planning fee starts at $2,100 a year, below the North Carolina median of $4,500.
- Its hourly rate of $200 is below the North Carolina median of $250.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | eustaceadvisors.com |
| [email protected] | |
| Phone | (910) 377-5021 |
Eustace Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| One-time plan | From $2,000 |
| Hourly | $200 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"The monthly fees are paid in advance, ranging from $175-$300 per month." source
"Financial Plan Development - Individuals starting at $2,000" source
"Our hourly rate starts at $200." source
"We charge a fixed fee for the Financial Plan Development Service as noted below" source
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 18 |
| High-net-worth clients | 4 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 323440 |