Top Financial Advisors in Durham, NC

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A fee-only firm, Kuhn Advisors, Inc. requires a minimum of $1 million to open an account. The majority of its clients are high-net-worth individuals, followed by non-high-net-worth individuals, charities and businesses. Some of the firm’s advisors also hold professional financial certifications such as Certified Financial Planner™ (CFP®) and certified public accountant (CPA).

This firm’s advisory fees are based solely on a percentage of your assets under management (AUM). Comparatively, other firms may charge fees based on the above percentage structure, in addition to a per-hour rate and fixed fees, depending on the scope of services you receive.

Beyond individuals, this firm can also manage the assets of charitable foundations and those with trusts. The firm’s financial services include investment management, pre-retirement planning, retirement income and distribution strategies, education funding, risk management, charitable giving and referrals to other qualified professionals. 

In essentially every situation, Kuhn Advisors believes that a long-term approach should be the basis of a client’s portfolio. The firm says this approach has been historically shown to decrease turnover and minimize taxes. 

Kuhn Advisors takes a deep dive into mutual fund managers and their backgrounds. This is done to ensure that managers have a strong knowledge of the companies they choose to invest in while finding opportunities that are largely undervalued by the market.

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SLP Wealth is a fee-based registered investment advisor (RIA) that provides investment management, financial planning, tax preparation and bookkeeping services. It is fee-based, and the firm and its affiliated insurance entity may also earn commissions from insurance referrals, creating a potential conflict of interest. However, as an RIA, SLP Wealth is held to a fiduciary standard and is obligated to act in the best interests of its clients.

The firm primarily serves individuals and business entities, with many clients being small business owners, professionals and families with complex financial planning needs. SLP Wealth does not require a minimum account size to engage its services.

SLP Wealth takes a team-based approach to managing client portfolios. The firm offers discretionary investment management tailored to each client’s goals, risk tolerance and liquidity needs. Portfolios typically consist of diversified allocations using no-load mutual funds and exchange-traded funds (ETFs). 

The firm also offers access to third-party sub-advisors for direct indexing and tax loss harvesting when appropriate. These portfolios are rebalanced periodically to remain aligned with client objectives. SLP Wealth favors a long-term buy-and-hold strategy and discourages short-term market timing, instead emphasizing goal-oriented investing and coaching clients to stay disciplined through market cycles.

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Integrated Wealthcare offers investment advisory, financial planning and insurance services. The firm primarily works with individuals, high-net-worth individuals, families, business owners and corporations in general. For investment management, the firm primarily focuses on helping physicians with their financial planning.

Integrated Wealthcare is a fee-based firm, which means its advisors may earn a commission through the sale of specific investments. This can create a potential conflict of interest, but the firm is bound by its fiduciary duty to put the needs of its clients first. There is no required minimum account size.

Integrated Wealthcare uses three different forms of analysis to determine the right investment strategy for each client. These forms are fundamental, technical and cyclical analyses. The recommended investments may vary and could include exchange-traded funds (ETFs), mutual funds, non-traded alternatives and individual securities. 

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Pinafore Wealth Counsel is a fee-based firm with a focus on investment management and financial planning.

The firm serves individuals, families, retirement plan participants, business entities, trusts and charitable organizations. While Pinafore Wealth Counsel requires a minimum of $2 million in managed assets for new advisory clients, it may waive this threshold at its discretion.

Financial planning and consulting services include comprehensive plans, single-subject advice and retirement consulting. The firm also offers Financial Transition Planning through a methodology licensed from the Sudden Money Institute.

Fees for investment management are charged using a blended, tiered structure ranging from 1.25% on the first $500,000 to 0.50% on assets over $2.5 million. Financial planning fees range from $6,500 to $15,000 depending on complexity, or $450 per hour for hourly consulting services.

While the firm is a fiduciary and legally obligated to act in clients’ best interests, some advisors may also be licensed insurance agents and may earn commissions from the sale of insurance products. Clients are under no obligation to purchase insurance through the firm.

Pinafore Wealth Counsel tailors its investment strategies to each client’s goals, risk tolerance, time horizon and liquidity needs. The firm employs a range of analysis methods, including fundamental, technical, charting and cyclical analysis. Its investment strategy blends long- and short-term purchases, with portfolio construction typically involving mutual funds, ETFs, stocks, bonds and options. Risk management, asset allocation and regular portfolio reviews are central to its approach.