Raymond Eustace is a registered investment advisor at Eustace Advisors, based in Cary, NC, with 3 years of industry experience. Raymond 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, Insurance Planning, and 2 more. Their firm serves 22 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Eustace Advisors offers ongoing financial planning for a recurring fixed monthly fee, starting at $175 for individuals and $300 for couples/families. The fee depends on the client's needs, complexity, and resources required. This service requires an initial one-time financial plan.
- Financial Plan Development - Starting at $2,000 for individuals and $3,000 for couples/families, depending on complexity and needs. This is a prerequisite for ongoing planning services.
- Project-Based Financial Planning - Hourly rate starting at $200 for addressing specific financial questions or issues.
Location
1320 SE Maynard Road, Suite 104, Cary, NC, 27511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eustace Advisors
State Registrations1 state
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