Firm
Olde Raleigh Financial Group
Raleigh, North Carolina
Fee-only
Olde Raleigh Financial Group at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 7 employees.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | open.spotify.com/show/2ihg5rfiovyfb0rntszw08?si=88xybpc-sga23bmorjubua&dl_branch=1&nd=1&dlsi=a1bdc8033e96418f |
| Phone | (919) 861-8212 |
Olde Raleigh Financial Group fees
Olde Raleigh Financial Group 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 |
|---|---|
| Individual clients | 0 |
| Employees | 7 |
| Planning clients | 0 |
| Registered with | The SEC (801-136622) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 342848 |