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CARY FINANCIAL PLANNING, LLC
CRD 323662
1255 CRESCENT GREEN, SUITE 200, CARY, NC, 27518, United States
Phone
919-694-6945
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.9M
Discretionary AUM
$26.9M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.0M |
| High net worth individuals | 11 | $20.9M |
Official SEC filing: View on IAPD