A complete list of active advisors currently associated with Fulbright Financial Consulting, PA
Warmer can help you find a great advisor at Fulbright Financial Consulting, PA or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fulbright Financial Consulting, PA, 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 |
|---|---|---|
Durham, NC
| 10
|
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