{
  "path": "/advisors/nc/durham/flat-fee",
  "url": "https://advisorcensus.com/advisors/nc/durham/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Durham, NC",
  "filters": {},
  "scope_total": 42,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Durham, NC?",
      "a": "AdvisorCensus lists 70 investment advisory firms with a principal office in the Durham metro area, from Form ADV filings as of October 2026: 26 SEC-registered, 31 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Durham, NC?",
      "a": "25 of the 70 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Durham, NC offer financial planning?",
      "a": "44 of the 57 firms in Durham, NC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Durham, NC fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 42 investment advisory firms with a principal office in the Durham metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Durham has 70 investment advisory firms with a principal office in the metro area as of October 2026: 26 SEC-registered, 31 state-registered, and 13 exempt reporting advisers. 25 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 25 report under $100 million in regulatory assets under management. The metro area has 248,256 households, 39,056 of them with income of $200,000 or more, or 558 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Durham, NC: 42 firms from Form ADV filings as of October 2026.",
  "total_firms": 42,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 19,
    "state": 23,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 19
    },
    {
      "code": "percentage_of_aum",
      "count": 34
    },
    {
      "code": "hourly",
      "count": 26
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 42
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 17
    },
    {
      "code": "5_to_9",
      "count": 10
    },
    {
      "code": "10_to_19",
      "count": 7
    },
    {
      "code": "20_plus",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 10
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 7
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 5
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "firms": [
    {
      "crd_number": 304642,
      "name": "Absher Wealth Management, LLC",
      "name_as_filed": "ABSHER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334894,
      "name": "ADI Mahajan CPA PC",
      "name_as_filed": "ADI MAHAJAN CPA PC",
      "url": "https://advisorcensus.com/firm/adi-mahajan-cpa-pc-research-triangle-park-nc-334894",
      "city": "Research Triangle Park",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157968,
      "name": "Amphora Wealth Management, LLC",
      "name_as_filed": "AMPHORA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/amphora-wealth-management-llc-chapel-hill-nc-157968",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311517,
      "name": "Atlantic Private Wealth, LLC",
      "name_as_filed": "ATLANTIC PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338702,
      "name": "Azimuth Planning Group, LLC",
      "name_as_filed": "AZIMUTH PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333173,
      "name": "Based Capital Wealth LLC",
      "name_as_filed": "BASED CAPITAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173",
      "city": "Durham",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325013,
      "name": "Bolin Creek Wealth Advisors LLC",
      "name_as_filed": "BOLIN CREEK WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317158,
      "name": "Brooks Financial of North Carolina, LLC",
      "name_as_filed": "BROOKS FINANCIAL OF NORTH CAROLINA, LLC",
      "url": "https://advisorcensus.com/firm/brooks-financial-of-north-carolina-llc-durham-nc-317158",
      "city": "Durham",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148254,
      "name": "Bryant & Brannock, LLC.",
      "name_as_filed": "BRYANT & BRANNOCK, LLC.",
      "url": "https://advisorcensus.com/firm/bryant-and-brannock-llc-durham-nc-148254",
      "city": "Durham",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343540,
      "name": "Capital Consulting & Investment Group LLC",
      "name_as_filed": "CAPITAL CONSULTING & INVESTMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/capital-consulting-and-investment-group-llc-durham-nc-343540",
      "city": "Durham",
      "state": "NC",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324859,
      "name": "Capital Solutions Advisors, LLC",
      "name_as_filed": "CAPITAL SOLUTIONS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/capital-solutions-advisors-llc-durham-nc-324859",
      "city": "Durham",
      "state": "NC",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166545,
      "name": "Cardinal Retirement Planning, Inc.",
      "name_as_filed": "CARDINAL RETIREMENT PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/cardinal-retirement-planning-inc-chapel-hill-nc-166545",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118870,
      "name": "Carolina Financial Advisory, Inc.",
      "name_as_filed": "CAROLINA FINANCIAL ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/carolina-financial-advisory-inc-chapel-hill-nc-118870",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335440,
      "name": "Center Peak Financial",
      "name_as_filed": "CENTER PEAK FINANCIAL",
      "url": "https://advisorcensus.com/firm/center-peak-financial-durham-nc-335440",
      "city": "Durham",
      "state": "NC",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159953,
      "name": "Delegate Advisors, LLC",
      "name_as_filed": "DELEGATE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/delegate-advisors-llc-chapel-hill-nc-159953",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288689,
      "name": "Diversified Investment Services LLC",
      "name_as_filed": "DIVERSIFIED INVESTMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/diversified-investment-services-llc-durham-nc-288689",
      "city": "Durham",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289395,
      "name": "Eton Advisors",
      "name_as_filed": "ETON ADVISORS",
      "url": "https://advisorcensus.com/firm/eton-advisors-chapel-hill-nc-289395",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106275,
      "name": "Franklin Street Advisors Inc.",
      "name_as_filed": "FRANKLIN STREET ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/franklin-street-advisors-inc-chapel-hill-nc-106275",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112897,
      "name": "Frazier Financial Consultants, LLC",
      "name_as_filed": "FRAZIER FINANCIAL CONSULTANTS, LLC",
      "url": "https://advisorcensus.com/firm/frazier-financial-consultants-llc-chapel-hill-nc-112897",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315944,
      "name": "Fryar Financial",
      "name_as_filed": "FRYAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/fryar-financial-durham-nc-315944",
      "city": "Durham",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117891,
      "name": "Fulbright Financial Consulting, PA",
      "name_as_filed": "FULBRIGHT FINANCIAL CONSULTING, PA",
      "url": "https://advisorcensus.com/firm/fulbright-financial-consulting-pa-durham-nc-117891",
      "city": "Durham",
      "state": "NC",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322852,
      "name": "FWJ Planning LLC",
      "name_as_filed": "FWJ PLANNING LLC",
      "url": "https://advisorcensus.com/firm/fwj-planning-llc-new-hill-nc-322852",
      "city": "New Hill",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283014,
      "name": "Hilltop Wealth Advisors, LLC",
      "name_as_filed": "HILLTOP WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/hilltop-wealth-advisors-llc-chapel-hill-nc-283014",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312929,
      "name": "Integrated Wealthcare, LLC",
      "name_as_filed": "INTEGRATED WEALTHCARE, LLC",
      "url": "https://advisorcensus.com/firm/integrated-wealthcare-llc-durham-nc-312929",
      "city": "Durham",
      "state": "NC",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117816,
      "name": "Kuhn Advisors, Inc.",
      "name_as_filed": "KUHN ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/kuhn-advisors-inc-durham-nc-117816",
      "city": "Durham",
      "state": "NC",
      "years_registered": 33,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322368,
      "name": "Millennium Planning Group, LLC",
      "name_as_filed": "MILLENNIUM PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/millennium-planning-group-llc-pittsboro-nc-322368",
      "city": "Pittsboro",
      "state": "NC",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155849,
      "name": "Newcomb Financial Advisors, LLC",
      "name_as_filed": "NEWCOMB FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/newcomb-financial-advisors-llc-chapel-hill-nc-155849",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154804,
      "name": "Old Peak Finance",
      "name_as_filed": "OLD PEAK FINANCE",
      "url": "https://advisorcensus.com/firm/old-peak-finance-chapel-hill-nc-154804",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332972,
      "name": "Onyx Wealth Management, LLC",
      "name_as_filed": "ONYX WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/onyx-wealth-management-llc-durham-nc-332972",
      "city": "Durham",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289380,
      "name": "Personal Path Financial Planning",
      "name_as_filed": "PERSONAL PATH FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/personal-path-financial-planning-durham-nc-289380",
      "city": "Durham",
      "state": "NC",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118412,
      "name": "Phoenix Wealth Advisors Inc.",
      "name_as_filed": "PHOENIX WEALTH ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/phoenix-wealth-advisors-inc-chapel-hill-nc-118412",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 24,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170540,
      "name": "Pinafore Wealth Counsel Inc.",
      "name_as_filed": "PINAFORE WEALTH COUNSEL INC.",
      "url": "https://advisorcensus.com/firm/pinafore-wealth-counsel-inc-durham-nc-170540",
      "city": "Durham",
      "state": "NC",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281550,
      "name": "Queenfin LLC",
      "name_as_filed": "QUEENFIN LLC",
      "url": "https://advisorcensus.com/firm/queenfin-llc-pittsboro-nc-281550",
      "city": "Pittsboro",
      "state": "NC",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118395,
      "name": "Reliance Financial Group, Inc.",
      "name_as_filed": "RELIANCE FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/reliance-financial-group-inc-durham-nc-118395",
      "city": "Durham",
      "state": "NC",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325631,
      "name": "SLP Wealth",
      "name_as_filed": "SLP WEALTH",
      "url": "https://advisorcensus.com/firm/slp-wealth-durham-nc-325631",
      "city": "Durham",
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    },
    {
      "crd_number": 319155,
      "name": "Structural Solutions LLC",
      "name_as_filed": "STRUCTURAL SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/structural-solutions-llc-chapel-hill-nc-319155",
      "city": "Chapel Hill",
      "state": "NC",
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    {
      "crd_number": 159212,
      "name": "Sycamore Financial Planning, LLC",
      "name_as_filed": "SYCAMORE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/sycamore-financial-planning-llc-durham-nc-159212",
      "city": "Durham",
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      "crd_number": 330217,
      "name": "Truststone Wealth Partners, LLC",
      "name_as_filed": "TRUSTSTONE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/truststone-wealth-partners-llc-chapel-hill-nc-330217",
      "city": "Chapel Hill",
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    },
    {
      "crd_number": 158667,
      "name": "Verity Asset Management",
      "name_as_filed": "VERITY ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/verity-asset-management-durham-nc-158667",
      "city": "Durham",
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      "crd_number": 299272,
      "name": "Vested Finance",
      "name_as_filed": "VESTED FINANCE",
      "url": "https://advisorcensus.com/firm/vested-finance-durham-nc-299272",
      "city": "Durham",
      "state": "NC",
      "years_registered": 7,
      "raum_band": "not_reported",
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      ],
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    },
    {
      "crd_number": 148317,
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      "name_as_filed": "WOLFBRIDGE WEALTH",
      "url": "https://advisorcensus.com/firm/wolfbridge-wealth-durham-nc-148317",
      "city": "Durham",
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      "enhanced": false
    },
    {
      "crd_number": 150641,
      "name": "Woodward Financial Advisors, Inc.",
      "name_as_filed": "WOODWARD FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/woodward-financial-advisors-inc-chapel-hill-nc-150641",
      "city": "Chapel Hill",
      "state": "NC",
      "years_registered": 17,
      "raum_band": "500m_1b",
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  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nc",
      "label": "Financial advisors in North Carolina"
    },
    "metro": {
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      "label": "Financial advisors in Durham, NC"
    },
    "city_pages": [
      {
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        "label": "Financial advisors in Chapel Hill, NC",
        "firm_count": 32
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    "fee_pages": [
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        "label": "Fee-only financial advisors in Durham, NC",
        "firm_count": 25
      },
      {
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      }
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    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/nc/flat-fee",
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}