Fee-OnlyFinder

Advisers in Apex, NC

4 advisers in Apex — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Blue Water Capital Management, LLC315 S. Salem Street, #422 · Apex, NC 27502 · (919) 589-2528 · Financial planningCRD 127193 · % of assets, Hourly charges, Fixed fees · $159.8 million AUMSEC registeredNo commissions reportedBsg Advisers56 Hunter Street, Suite 230 · Apex, NC 27502 · (919) 267-4753 · Financial planningCRD 297243 · % of assets, Hourly charges, Fixed fees · $134.8 million AUMSEC registeredNo commissions reportedCrutchfield Advisors, INC2201 Candun Drive, Suite 203 · Apex, NC 27523 · (919) 446-1216 · % of assets managedCRD 174252 · % of assets · $83.0 million AUMState registeredNo commissions reportedHunter Street Investment Advisors LLC56 Hunter Street, Suite 210 · Apex, NC 27502 · (919) 589-4040 · Financial planningCRD 145334 · % of assets, Hourly charges · $166.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Apex? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.