Eustace Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$0
About
Eustace Advisors provides fee-only, advice-only financial planning and investment analysis to individuals and high-net-worth individuals. Services described in the brochure include one-time financial plan development, project-based planning, ongoing financial planning, investment analysis, educational seminars, and optional tax return preparation.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, buy-and-hold orientation that emphasizes strategic asset allocation, passive/index funds, dollar-cost averaging, and periodic rebalancing; it may prepare investment policy statements where appropriate. As an advice-only provider, Eustace does not exercise investment discretion or custody client assets, and implementation decisions remain with the client or their chosen custodians and third-party service providers.
Notably, the firm does not offer portfolio management services for individual accounts and does not use percentage-of-assets-under-management fees; instead it charges fixed, hourly, or recurring flat fees for planning and analysis and reports no assets under management. The brochure also indicates the firm requires a written one-time financial plan before ongoing engagements and includes optional tax-return preparation and educational seminar offerings, which are less common features among similar small, fee-only advisory practices.
Client services
Financial planning
Expertise
General retirement planning
Income planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Project-Based Financial Planning hourly rate starts at $200/hour
Ongoing Financial Planning paid monthly in advance, starting at $175/month for individuals and $300/month for couples/families
Minimum fee: One-Time Financial Plan Development starting at $2,000 for individuals, $3,000 for couples/families; Ongoing Financial Planning starting at $175/month for individuals, $300/month for couples/families Fee-only: Fixed fees for One-Time Financial Plan Development, hourly fees starting at $200/hour for Project-Based Financial Planning, fixed monthly fees for Ongoing Financial Planning
Main office location
Eustace Advisors
1320 Se Maynard Road, Suite 104
Cary NC 27511, United States
Number of offices
1
Most active in
Eustace Advisors has reported serving >5 clients in these states in the last 12 months.
North Carolina
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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