Fulbright Financial Consulting, PA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,418,454
Clients
64
Advisors
1
of 1 employees
About
Fulbright Financial Consulting, PA is a North Carolina–registered, fee‑only independent investment adviser serving individuals, trusts, estates, charitable organizations, businesses, and employer retirement plans. The firm provides financial planning, investment consultation, discretionary and non‑discretionary portfolio management, wealth management, and employer pension/401(k) support, and reports managing roughly $70.8 million for about 64 clients.
The firm’s investment framework centers on a Functional Asset Allocation (FAA) that treats real estate, interest‑earning assets, and equities as distinct portfolio functions and applies Grow/Harvest/Build and Grow/Harvest/Protect philosophies based on clients’ time horizons and risk tolerances. Implementation emphasizes low‑cost index funds and ETFs where appropriate, may include direct real estate and bonds, and in some accounts is delivered through a co‑advisory arrangement with a third‑party manager for discretionary management and reporting.
Noteworthy distinctions include an affiliated accounting practice that the brochure identifies as a separate firm with overlapping personnel, permitting coordinated tax and accounting support alongside advisory services, and a formal offering of educational workshops and customized presentations for employee groups. The brochure also highlights employer pension consulting and a fee/minimum approach that expects a substantial portion of clients’ investable assets to be maintained under agreement, suggesting a focus on ongoing, integrated client relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees ranging from $900 to $25,000 depending on complexity and scope
$0 - $1,000,000: 1.00% of AUM $1,000,000+: 0.50% of AUM
Hourly rate of $250 per hour plus expenses and travel time
Wealth Management Services use a graduated fee schedule starting at $3,000 plus income and NDMA factors; fees billed quarterly in advance
Account minimum: $50,000 Minimum fee: Minimum first-year fee of $5,000; renewal fee minimum $4,000 annually Fee-only: We are a fee-only firm; no commissions or trailer fees received
Main office
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104
Durham NC 27713
Advisors at this office
1
Most active in
North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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