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Fryar Financial

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Client assets under management

$14,645,585

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Clients

56

4% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

28

Low

Average account size

$261,528

About

Fryar Financial provides financial planning and portfolio management to individuals, high‑net‑worth clients, and retirement plan sponsors, delivering both individual advisory services and ERISA investment‑fiduciary support. Services are offered on a fee‑only basis and include non‑discretionary asset management as well as the ability to serve as a 3(38) discretionary manager when engaged by a plan sponsor.

The firm customizes portfolios and asset allocations to client goals and risk tolerance, using mutual funds, ETFs and individual securities and monitoring accounts on an ongoing basis for rebalancing and adjustments. Investment decisions are typically implemented on a non‑discretionary basis, meaning trades are confirmed with clients before execution, and analysis draws on company fundamentals, market data and macroeconomic indicators.

Distinctive features include a small advisory team managing roughly $19.4 million across about 56 client relationships, with nearly all reported AUM classified as non‑discretionary. The firm is affiliated with Fryar Management Group, LLC, which provides tax, accounting and payroll services—an arrangement that may allow closer coordination of investment and tax/accounting matters—and the firm does not sponsor a wrap fee program.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Annual fixed fees for financial planning ranging from $500 to $3,000

Percentage

$0 - $500,000: 0.97% $500,001 - $1,000,000: 0.92% $1,000,001 - $2,000,000: 0.87% $2,000,001+: 0.82%

Project-based

$150 per hour for financial planning

Other

Fee-only: Financial planning fees: $150 per hour or $500 to $3,000 annually (fixed fee)

Main office location

Fryar Financial

3511 Shannon Road, Third Floor

Durham NC 27707, United States

Number of offices

1

Most active in

More info

Maryland · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website (919) 323-4494

Advisors at this firm

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Marcus F

CFP®, Series 63, Series 65

Durham, NC

Fryar Financial

Marcus Fryar is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fryar Financial in Durham, NC. His prior roles include positions at Cetera Investment Advisers LLC and HD Vest Advisory Services. Outside of advising, he owns Fryar Management Group LLC, which provides accounting, tax, and payroll services to individuals, businesses, and nonprofits. Fryar Financial offers financial planning and asset management to individual and high-net-worth clients, as well as retirement plan sponsors. The firm emphasizes tailored financial planning and non-discretionary portfolio management, with a focus on ERISA plan services including investment policy creation, monitoring, fee oversight, and participant education.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner
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Jeffery C

Series 66

Durham, NC

Fryar Financial

Jeffery Campbell is a financial advisor at Fryar Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he operates a freelance marketing consulting business as an independent contractor. Fryar Financial provides financial planning and asset-management services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm focuses on tailored financial planning and non-discretionary portfolio management, with a notable emphasis on ERISA plan services and ongoing client supervision.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Founder/Business Owner
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