RIA Intel›Advisers›North Carolina›CARY FINANCIAL PLANNING, LLC

CARY FINANCIAL PLANNING, LLC

Advisory

CARY, NC

Data as of Jul 29, 2026 · Source: SEC Form ADV

Average account

$353K

across 86 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

EVERGREEN WEALTH SERVICES LLC

$30M

CHATHAM ADVISORS, LLC

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OPUS FINANCIAL ADVISORS, INC.

STATESVILLE, NC

$30M

GULFSTREAM CAPITAL, LLC

$30M

$31M

AURORA STRATEGIC ADVISORS, LLC

$30M

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