Firm
Realm Investment Consulting
Cary, North Carolina
Fee-only
Realm Investment Consulting at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 90 individual clients, 47 of them high net worth.
- Its average account is about $988,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | realminvestor.com |
| Phone | (919) 280-8600 |
Realm Investment Consulting 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.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"we offer fee-only investment management services for 0.5% (or less for accounts over $1 million)." source
"we offer fee-only investment management services for 0.5% (or less for accounts over $1 million)." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $89 million |
| Individual clients | 43 |
| High-net-worth clients | 47 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 171634 |