Fee-OnlyFinder

% of assets managed in Durham, NC

15 advisers in Durham offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 15

Based Capital Wealth LLC4819 Emperor Boulevard, Suite 400 · Durham, NC 27703 · (347) 884-0817 · Flat / fixed feesCRD 333173 · % of assets, Fixed fees · $51.0 million AUMState registeredNo commissions reportedBrooks 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 reported
Onyx 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 reportedPinafore 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 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