Firm
Just Advising
Raleigh, North Carolina
Fee-only
Just Advising at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its ongoing planning fee starts at $2,100 a year, below the North Carolina median of $4,500.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | justadvising.com |
| [email protected] | |
| Phone | (954) 512-0360 |
Just Advising fees
What the firm's own website says it charges, checked October 28, 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 $1,500 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"grounded $175 /mo" source
"$1,500 individual" source
"no commissions. no minimums. no asset management. just advising." source
"A flat monthly fee of $150-466/mo, depending on where you're at." 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 | Fixed fees |
|---|---|
| Individual clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 25, 2026 |
| SEC record | CRD 338540 |