Joshua Stubbolo
Advisor at Family Legacy Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Family Legacy Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cary, NC 27513
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.
Based on Family Legacy Financial Solutions, LLC
Based on Family Legacy Financial Solutions, LLC
Based on Family Legacy Financial Solutions, LLC
Fixed fee for financial planning, typical minimum $5,000, negotiable, one-time fee.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Commissions earned from insurance product sales; amounts vary and are customary in the insurance marketplace.
Minimum fee: Typical minimum charge of $5,000 for stand-alone financial planning. Fee-only: Investment management fees range from 0.7% to 1.25% annually, negotiable.
6501 Weston Pkwy, Suite #300
Cary, NC 27513
North Carolina · Texas
Family Legacy Financial Solutions, LLC
2021 - Present (5 years)
Cambridge Investment Research Advisors
2016 - 2021 (5 years)
Cambridge Investment Research, Inc.
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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