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Just Advising

Updated today

Client assets under management

$0

Clients

1

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

1

Very Low

Average 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

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.

Other

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

North Carolina · Texas

Disclosures

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

Business activities & affiliations

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