Just Advising
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% 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
1
Very LowAverage account size
$0
About
Just Advising LLC is a fee-only, advice-only registered investment adviser that provides project‑based financial planning and investment analysis to individuals, couples, and families. The firm does not manage or custody client assets and typically leaves implementation to the client while referring third‑party professionals when needed.
The adviser’s methodology draws on Modern Portfolio Theory and includes evaluation of mutual funds and ETFs, a mix of passive and active strategies, and options for ESG/SRI approaches when requested. Services are delivered as limited‑scope, one‑time or modular engagements covering areas such as retirement, cash flow, insurance, estate and tax planning, and business planning, with recommendations intended for client implementation.
Notably, the firm does not offer discretionary portfolio management or use percentage‑of‑AUM fees, instead focusing on fixed project‑based planning engagements and offering educational seminars and speaking engagements for groups. The firm is newly established in 2025 and is led by a CFP professional with prior paraplanning experience, reflecting a planning‑centric practice rather than traditional asset management.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Married/Couples/Partners
Parents
Fee options
Fixed fees for Project-Based Financial Planning: $1,800 for individuals, $2,700 for couples; smaller project fees $360 (individuals) to $540 (couples) per topic; Educational seminars $0 to $1,500 per seminar or $0 to $50 per participant.
Fee-only: Project-Based Financial Planning fixed fees ranging from $360 to $2,700 depending on service and client type.
Main office location
Just Advising
Raleigh NC, United States
Number of offices
1
Most active in
Just Advising 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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Advisors at this firm
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