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
- HNWI77.66%
- Individuals22.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cary Financial Planning, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm serves private clients and families and charges fees on a percentage-of-AUM basis as well as fixed fees for planning work. It identifies as an active ESG investor and is not positioned as a multi-state or institutional pension consultant or capital allocator. The firm lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2Paul 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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