Paul Yokabitus is a registered investment advisor at Cary Financial Planning, LLC, based in Cary, NC, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 24 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Wealth Management clients with assets under management of or greater than $600,000 can receive Investment Advisory and Financial Planning Services for a bundled fee of 0.90% of the assets under management.
Fee Estimator
Location
1255 Crescent Green, Suite 200, Cary, NC, 27518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is an owner and attorney at Yokabitus Law, PLLC dba Cary Estate Planning, dedicating full-time hours to estate planning. He also has ownership stakes and roles in several other law-related businesses, including tax planning, intellectual property, and marketing, as well as real estate and a brewery.
Employment History
Current Registrations
Cary Financial Planning, LLC
Previous Registrations
Mariner Platform Solutions
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.