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Financial planning in Cary, NC

14 advisers in Cary offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Artifex Advisory Group, INC.2500 Regency Parkway · Cary, NC 27518 · (800) 276-1377 · Financial planningCRD 281588 · % of assets, Hourly charges, Fixed fees · $9.9 million AUMState registeredNo commissions reportedBrodie Wealth Management2500 Regency Parkway · Cary, NC 27518 · (919) 749-3908 · Financial planningCRD 337256 · % of assets, Hourly charges, Fixed fees · $379,226 AUMState registeredNo commissions reportedCarolina Wealth Strategies, LLC2500 Regency Parkway · Cary, NC 27518 · (919) 654-4599 · Financial planningCRD 172231 · % of assets, Hourly charges · $38.9 million AUMState registeredNo commissions reportedCary Financial Planning, LLC1255 Crescent Green, Suite 200 · Cary, NC 27518 · (919) 694-6945 · Financial planningCRD 323662 · % of assets, Fixed fees · $30.4 million AUMState registeredNo commissions reportedEndurance Financial LLC280 Towerview Court, 1st Floor · Cary, NC 27513 · (919) 650-3928 · Financial planningCRD 319112 · % of assets, Fixed fees · $34.7 million AUMState registeredNo commissions reportedEustace Advisors1320 Se Maynard Road, Suite 104 · Cary, NC 27511 · (910) 377-5021 · Financial planningCRD 323440 · Hourly charges, Fixed feesState registeredNo commissions reportedFamily Legacy Financial Solutions, LLC6501 Weston Pkwy, Suite #300 · Cary, NC 27513 · (919) 379-9000 · Financial planningCRD 314351 · % of assets, Fixed fees · $174.5 million AUMSEC registeredNo commissions reportedGreat Plans Capital Management, LLC219 E Chatham St, Suite 203 · Cary, NC 27511 · (919) 777-8481 · Financial planningCRD 127717 · % of assets, Fixed fees · $10.5 million AUMState registeredNo commissions reportedHicks & Associates Wealth Management, LLC1145 Executive Circle, Suite C · Cary, NC 27511 · (919) 851-5512 · Financial planningCRD 323171 · % of assets, Hourly charges, Fixed fees · $119.6 million AUMSEC registeredNo commissions reportedIndependent Wealth Advisors, LLC167 E. Chatham Street, Suite 300 · Cary, NC 27511 · (919) 749-7596 · Financial planningCRD 328786 · % of assets, Fixed fees · $195.3 million AUMSEC registeredNo commissions reported
Raleigh Capital Management INC.117 Edinburgh South Drive, Suite 110 · Cary, NC 27511 · (919) 852-1215 · Financial planningCRD 149538 · % of assets, Fixed fees, Other · $397.8 million AUMSEC registeredNo commissions reportedRealm Investment Consulting LLC2500 Regency Parkway · Cary, NC 27518 · (919) 280-8600 · Financial planningCRD 171634 · % of assets, Hourly charges, Fixed fees · $88.9 million AUMState registeredNo commissions reportedTackett Wealth Management, LLC2500 Regency Parkway · Cary, NC 27518 · (919) 650-6393 · Financial planningCRD 149056 · % of assets, Hourly charges, Fixed fees · $66.6 million AUMState registeredNo commissions reportedVeratis Advisors, INC.1400 Crescent Green, Suite 110 · Cary, NC 27518 · (919) 460-8875 · Financial planningCRD 117892 · % of assets, Hourly charges, Fixed fees · $6.0 billion AUMSEC registeredNo commissions reported