VERITY ASSET MANAGEMENT
Durham, NC
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-490-6717
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC, DURHAM
16 advisers found
KUHN ADVISORS, INC.
Durham, NC
AUM
$800.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-3233
INTEGRATED WEALTHCARE, LLC
Durham, NC
AUM
$218.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-694-6292
PINAFORE WEALTH COUNSEL INC.
Durham, NC
AUM
$173.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-213-0458
SYCAMORE FINANCIAL PLANNING, LLC
Durham, NC
AUM
$104.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
919-213-1737
WOLFBRIDGE WEALTH
Durham, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-267-6740
FULBRIGHT FINANCIAL CONSULTING, PA
Durham, NC
AUM
$70.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-544-0398
CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
SLP WEALTH
Durham, NC
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(910) 315-0973
BRYANT & BRANNOCK, LLC.
Durham, NC
AUM
$62.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-4614
BASED CAPITAL WEALTH LLC
Durham, NC
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(347) 884-0817
DIVERSIFIED INVESTMENT SERVICES LLC
Durham, NC
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-382-3366
FRYAR FINANCIAL
Durham, NC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(919) 323-4494
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
Durham, NC
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-572-1925
ONYX WEALTH MANAGEMENT, LLC
Durham, NC
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-341-8477
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372