Fiduciary advisors in Durham, NC

7 registered advisers

There are 7 SEC-registered fiduciary advisors in Durham, North Carolina, 6 fee-only.

INTEGRATED WEALTHCARE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #312929
Typical Fee--
AUM$145M
Minimum--
Clients712

KUHN ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Durham, North CarolinaCRD #117816
Typical Fee--
AUM$754M
Minimum--
Clients1,341

PINAFORE WEALTH COUNSEL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #170540
Typical Fee--
AUM$174M
Minimum--
Clients325

SILVERBACK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #141407
Typical Fee--
AUM$1.0B
Minimum--
Clients8

SLP WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #325631
Typical Fee--
AUM$64M
Minimum--
Clients1,895

VERITY ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Durham, North CarolinaCRD #158667
Typical Fee--
AUM$1.0B
Minimum--
Clients7,199

VESTED FINANCE

Clean RecordAlso Compensated via Brokerage
Durham, North CarolinaCRD #299272
Typical Fee--
AUM--
Minimum--
Clients--
Fiduciary Advisors in Durham, North Carolina | FiduciaryListings