CARY FINANCIAL PLANNING, LLC

CARY FINANCIAL PLANNING, LLC of CARY, NC is an SEC-registered investment adviser (CRD 323662). Regulatory assets under management: $30.4M.

Registration

• CRD: 323662
• Type: Registered investment adviser
• Location: 1255 CRESCENT GREEN, CARY, NC, 27518
• Phone: 919-694-6945
• Latest filing: 2026-07-29
• Regulatory AUM: $30.4M
• Discretionary AUM: $30.4M
• Clients: 2
• Accounts: 86

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search