Cary Financial Planning, LLC

Cary Financial Planning, LLC (CRD# 323662) is a financial advisory firm headquartered in Cary, NC. They manage $4,292,595 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1255 Crescent Green, Suite 200, Cary, NC 27518
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $286,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Cary Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Honea, financial advisor Cary NC
Michael C. Honea
CRD#: 6444865
1255 Crescent Green, Suite 200, Cary, NC 27518

Michael Honea (CRD# 6444865) is an Investment Advisor Representative working at Cary Financial Planning, LLC in Cary, NC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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