Fulbright Financial Consulting, PA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,418,454
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
64
42% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
HighAverage account size
$1,100,288
About
Fulbright Financial Consulting, PA is a North Carolina–registered, fee‑only independent investment adviser serving individuals, trusts, estates, charitable organizations, businesses, and employer retirement plans. The firm provides financial planning, investment consultation, discretionary and non‑discretionary portfolio management, wealth management, and employer pension/401(k) support, and reports managing roughly $70.8 million for about 64 clients.
The firm’s investment framework centers on a Functional Asset Allocation (FAA) that treats real estate, interest‑earning assets, and equities as distinct portfolio functions and applies Grow/Harvest/Build and Grow/Harvest/Protect philosophies based on clients’ time horizons and risk tolerances. Implementation emphasizes low‑cost index funds and ETFs where appropriate, may include direct real estate and bonds, and in some accounts is delivered through a co‑advisory arrangement with a third‑party manager for discretionary management and reporting.
Noteworthy distinctions include an affiliated accounting practice that the brochure identifies as a separate firm with overlapping personnel, permitting coordinated tax and accounting support alongside advisory services, and a formal offering of educational workshops and customized presentations for employee groups. The brochure also highlights employer pension consulting and a fee/minimum approach that expects a substantial portion of clients’ investable assets to be maintained under agreement, suggesting a focus on ongoing, integrated client relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
Occupation focus
University Employee
Executive
Demographic focus
Approaching retirement
Fee options
Fixed fees ranging from $900 to $25,000 depending on complexity and scope
$0 - $1,000,000: 1.00% of AUM $1,000,000+: 0.50% of AUM
Hourly rate of $250 per hour plus expenses and travel time
Wealth Management Services use a graduated fee schedule starting at $3,000 plus income and NDMA factors; fees billed quarterly in advance
Account minimum: $50,000 Minimum fee: Minimum first-year fee of $5,000; renewal fee minimum $4,000 annually Fee-only: We are a fee-only firm; no commissions or trailer fees received
Main office location
Fulbright Financial Consulting, PA
Kitt Creek Office Park 5302 Nc Highway 55, Suite 104
Durham NC 27713, United States
Number of offices
2
Most active in
Fulbright Financial Consulting, PA has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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