A complete list of active advisors currently associated with Just Advising
Warmer can help you find a great advisor at Just Advising or one who fits your needs even better.
Just Advising LLC is a fee-only, advice-only registered investment adviser that provides project‑based financial planning and investment analysis to individuals, couples, and families. The firm does not manage or custody client assets and typically leaves implementation to the client while referring third‑party professionals when needed. The adviser’s methodology draws on Modern Portfolio Theory and includes evaluation of mutual funds and ETFs, a mix of passive and active strategies, and options for ESG/SRI approaches when requested. Services are delivered as limited‑scope, one‑time or modular engagements covering areas such as retirement, cash flow, insurance, estate and tax planning, and business planning, with recommendations intended for client implementation. Notably, the firm does not offer discretionary portfolio management or use percentage‑of‑AUM fees, instead focusing on fixed project‑based planning engagements and offering educational seminars and speaking engagements for groups. The firm is newly established in 2025 and is led by a CFP professional with prior paraplanning experience, reflecting a planning‑centric practice rather than traditional asset management.
To learn more about the advisors currently working at Just Advising, 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 |
|---|---|---|
Raleigh, NC
| 1
|
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