Cary Financial Planning, LLC

Overview

Cary Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. Its fee arrangements include both a percentage-of-assets model and fixed fees. The adviser identifies as an active ESG investor and lists an industry affiliation with a law firm. Strategically, the practice uses packaged public funds as its primary investment vehicle while also incorporating a range of alternative exposures. The firm is not positioned as a capital allocator or pension consultant and does not describe a related adviser relationship.

Assets & Accounts

Investments & Alternatives