Just Advising
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, advice-only financial planning to individuals, couples, and families, offering both ongoing and project-based engagements as well as educational seminars and speaking engagements. Services described in the brochure include retirement and college planning, estate and tax planning coordination, insurance and risk reviews, business‑owner planning, and investment analysis as part of a broader financial plan.
Recommendations are grounded in asset allocation and modern portfolio theory, with portfolios that may combine passive and active funds and can be tailored for ESG/SRI considerations and client values. The firm does not manage client assets, does not take custody or exercise investment discretion, and expects clients to implement investment recommendations through their chosen custodians and third‑party professionals.
Compared with many peers, the firm is unusual in declining to provide portfolio management and in not using percentage‑of‑AUM billing, instead operating exclusively on flat recurring and project‑based fee arrangements. The brochure also highlights the firm’s public educational programming and leadership by a CFP® professional with prior paraplanning experience as distinguishing features.
Client services
Expertise
Demographic focus
Fee options
Fixed fees charged for Ongoing Financial Planning (monthly recurring fee) and Project-Based Financial Planning (one-time fee). Educational seminars have fees ranging from $0 to $1,500 per seminar or $0 to $50 per participant.
Fee-only: Ongoing Financial Planning fees range from $150/month to $466/month (fixed, recurring, monthly in advance); Project-Based (One-Time) Financial Planning fees range from $1,500 to $4,000 (fixed, one-time). Fees are negotiable.
Main office
Raleigh NC
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Just Advising · Just Advising 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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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