Wellness Financial Associates LLC
Firm details
- Headquarters
- Cary, North Carolina
- CRD number
- 171902
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wellness Financial Associates LLC is a North Carolina–registered limited liability company owned by an individual and organized to provide advisory services to individuals and small businesses. The firm lists financial planning and portfolio management for individuals and small businesses as primary advisory activities and also identifies pension consulting among its services. It offers flexible billing arrangements including a percentage-of-assets fee, hourly charges, and fixed-fee engagements. The firm is affiliated with an insurance company and does not identify itself as an active ESG investor. It operates within North Carolina rather than as a multi-state adviser.
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
Location
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
- 2500 Regency Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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