Cary Financial Planning offers investment management and financial planning services tailored to individual client needs. As a fee-only firm, Cary Financial does not receive commissions and acts as a fiduciary, legally required to act in your best interest. Services include investment management, retirement planning, tax planning, risk management, education planning, estate planning, and cash flow/debt management. Cary Financial emphasizes a client-centered approach, tailoring recommendations to each client's financial situation and goals.
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.