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 Record
Cary, North CarolinaCRD #140786
Typical Fee--
AUM$2.0B
Minimum--
Clients39

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #314351
Typical Fee--
AUM$140M
Minimum--
Clients756

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #323171
Typical Fee--
AUM$120M
Minimum--
Clients570

INDEPENDENT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #328786
Typical Fee1.25%
AUM$195M
Minimum$10,000
Clients432

RALEIGH CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #149538
Typical Fee--
AUM$398M
Minimum--
Clients2,293

VERATIS ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #117892
Typical Fee--
AUM$4.5B
Minimum--
Clients431

WEALTHSHIELD PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #169584
Typical Fee--
AUM$1.1B
Minimum--
Clients3,596
Fiduciary Advisors in Cary, North Carolina | FiduciaryListings