Cary Financial Planning, LLC
Firm details
- Headquarters
- Cary, North Carolina
- CRD number
- 323662
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.01%
- Individuals48.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cary Financial Planning, LLC is an independent, owner-operated registered investment adviser that focuses on individuals and families. The firm provides financial planning and portfolio management services tailored to individuals and small-business owners. Its billing model combines a percentage-of-assets-under-management fee with the option of fixed fees. Cary Financial Planning identifies as an active ESG investor and does not describe itself as a capital allocator or a multi-state adviser. The firm also lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- State & Local Bonds1%
Contacts
2 of 2
Paul Yokabitus
Attorney/OwnerCRD 7517644
Michael Honea
Financial PlannerCRD 6444865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cary, NC
Wake
Location
Cary, NC
Headquartered in Cary, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 1255 Crescent Green
- Time zone
- ET (UTC-5)
- Office locations
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