A complete list of active advisors currently associated with Cary Financial Planning, LLC
Warmer can help you find a great advisor at Cary Financial Planning, LLC or one who fits your needs even better.
Cary Financial Planning, LLC provides investment advisory, wealth management, and financial planning services to individuals, high-net-worth clients, families, and business owners. The firm operates as a fee-only fiduciary and, according to its Form ADV, reported about $26.9 million in discretionary client assets as of December 2025. The firm’s investment approach is Bogleheads-inspired, emphasizing low-cost, passive exposure through diversified index funds and ETFs, tax efficiency, periodic rebalancing, and ongoing monitoring tailored to client risk tolerance. Cary Financial commonly manages client accounts on a discretionary basis and uses custodial and account-linking tools (Altruist and RightCapital) to consolidate and monitor outside assets for planning purposes. Cary Financial’s brochure discloses a few features that are atypical for similarly sized supported firms: the organization maintains multiple office locations (five offices in its profile) and has common ownership with a sister estate and wealth-planning law firm, a relationship the firm discloses and treats as a potential conflict while noting clients are not required to use the law firm. The brochure also highlights a relatively small active client base relative to assets under management, legacy client transition arrangements that grandfather prior terms, and a firm policy against recommending ESG funds or cryptocurrencies such as Bitcoin.
To learn more about the advisors currently working at Cary Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cary, NC
| 11
| |
Cary, NC
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")