Eustace Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eustace Advisors provides fee-only, advice-only financial planning and investment analysis to individuals and high-net-worth individuals. Services described in the brochure include one-time financial plan development, project-based planning, ongoing financial planning, investment analysis, educational seminars, and optional tax return preparation.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, buy-and-hold orientation that emphasizes strategic asset allocation, passive/index funds, dollar-cost averaging, and periodic rebalancing; it may prepare investment policy statements where appropriate. As an advice-only provider, Eustace does not exercise investment discretion or custody client assets, and implementation decisions remain with the client or their chosen custodians and third-party service providers.
Notably, the firm does not offer portfolio management services for individual accounts and does not use percentage-of-assets-under-management fees; instead it charges fixed, hourly, or recurring flat fees for planning and analysis and reports no assets under management. The brochure also indicates the firm requires a written one-time financial plan before ongoing engagements and includes optional tax-return preparation and educational seminar offerings, which are less common features among similar small, fee-only advisory practices.
Client services
Expertise
Fee options
Project-Based Financial Planning hourly rate starts at $200/hour
Ongoing Financial Planning paid monthly in advance, starting at $175/month for individuals and $300/month for couples/families
Minimum fee: One-Time Financial Plan Development starting at $2,000 for individuals, $3,000 for couples/families; Ongoing Financial Planning starting at $175/month for individuals, $300/month for couples/families Fee-only: Fixed fees for One-Time Financial Plan Development, hourly fees starting at $200/hour for Project-Based Financial Planning, fixed monthly fees for Ongoing Financial Planning
Main office
1320 SE Maynard Road, Suite 104
Cary NC 27511
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Eustace Advisors · Nadaje Holdings LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)