Fiduciary advisors in Cary, NC
7 registered advisers
Across Cary, North Carolina, 7 SEC-registered fiduciary advisors provide retirement planning, portfolio management, and tax-aware investing. 7 of them operate fee-only.
COMPERIO RETIREMENT CONSULTING, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.0B
Minimum--
Clients39
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$140M
Minimum--
Clients756
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$120M
Minimum--
Clients570
INDEPENDENT WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.25%
AUM$195M
Minimum$10,000
Clients432
RALEIGH CAPITAL MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$398M
Minimum--
Clients2,293
VERATIS ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients431
WEALTHSHIELD PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients3,596