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Financial planning in Durham, NC

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

All 15

Brooks Financial of North Carolina, LLC1822 E Nc Hwy 54, Suite 350 C · Durham, NC 27713 · (919) 572-1925 · Financial planningCRD 317158 · % of assets, Hourly charges, Fixed fees · $9.5 million AUMState registeredNo commissions reportedBryant & Brannock, LLC.5315 Highgate Drive, Suite 105 · Durham, NC 27713 · (919) 493-4614 · Financial planningCRD 148254 · % of assets, Hourly charges, Fixed fees · $62.9 million AUMState registeredNo commissions reportedCapital Solutions Advisors, LLC506 Ramseur St. · Durham, NC 27701 · (919) 295-6372 · Financial planningCRD 324859 · % of assets, Hourly charges, Fixed fees · $189,916 AUMState registeredNo commissions reportedCenter Peak Financial5011 Southpark Drive, Suite 240 · Durham, NC 27713 · (919) 267-3567 · Financial planningCRD 335440 · % of assets, Hourly charges, Fixed fees · $65.5 million AUMState registeredNo commissions reportedDiversified Investment Services LLC3200 Croasdaile Drive, Suite 402 · Durham, NC 27705 · (919) 382-3366 · Financial planningCRD 288689 · % of assets, Fixed fees · $29.3 million AUMState registeredNo commissions reportedFryar Financial3511 Shannon Road, Third Floor · Durham, NC 27707 · (919) 323-4494 · Financial planningCRD 315944 · % of assets, Fixed fees · $19.4 million AUMState registeredNo commissions reportedFulbright Financial Consulting, PAKitt Creek Office Park 5302 Nc Highway 55, Suite 104 · Durham, NC 27713 · (919) 544-0398 · Financial planningCRD 117891 · % of assets, Hourly charges, Fixed fees · $70.8 million AUMState registeredNo commissions reportedIntegrated Wealthcare, LLC3100 Tower Blvd, Ste 1605 · Durham, NC 27707 · (866) 694-6292 · Financial planningCRD 312929 · % of assets, Hourly charges, Fixed fees · $218.2 million AUMSEC registeredNo commissions reportedKuhn Advisors, INC.2828 Pickett Road, Suite 170 · Durham, NC 27705 · (919) 493-3233 · Financial planningCRD 117816 · % of assets, Hourly charges, Fixed fees · $800.8 million AUMSEC registeredNo commissions reportedOnyx Wealth Management, LLC2530 Meridian Parkway, Suite 300 · Durham, NC 27713 · (919) 341-8477 · Financial planningCRD 332972 · % of assets, Fixed fees · $6.3 million AUMState registeredNo commissions reported
Pinafore Wealth Counsel INC.3622 Lyckan Pkwy, Ste 3004 · Durham, NC 27707 · (919) 213-0458 · Financial planningCRD 170540 · % of assets, Hourly charges, Fixed fees · $173.6 million AUMSEC registeredNo commissions reportedSlp Wealth555 South Mangum St, Suite 100 · Durham, NC 27701 · (910) 315-0973 · Financial planningCRD 325631 · % of assets, Hourly charges, Fixed fees · $63.7 million AUMSEC registeredNo commissions reportedSycamore Financial Planning, LLC1005 Slater Road, Suite 320 · Durham, NC 27703 · (919) 213-1737 · Financial planningCRD 159212 · Hourly charges, Fixed fees · $104.2 million AUMState registeredNo commissions reportedVerity Asset Management280 S Mangum St, Ste 550 · Durham, NC 27701 · (919) 490-6717 · Financial planningCRD 158667 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWolfbridge Wealth4819 Emperor Boulevard, Suite 400 · Durham, NC 27703 · (919) 267-6740 · Financial planningCRD 148317 · % of assets, Hourly charges, Fixed fees · $88.9 million AUMState registeredNo commissions reported