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Fund Direct Advisors

EST. AUM
$593,000,000

CONTACTS
2

CLIENT ACCOUNTS
156

Firm Details

Metro area Raleigh
CRD Number 155363
Website funddirectadvisors.com
Client types

Overview

Fund Direct Advisors, Inc. (FDA) is a family-owned investment advisory firm based in North Carolina. With over 20 years of experience, the company specializes in assisting businesses and individuals with retirement planning. Registered with the Securities and Exchange Commission (SEC# 801-77794), FDA operates as a "fee-only" advisor, offering independent and conflict-free financial advice. The firm also serves as a fiduciary advisor for employer-sponsored retirement plans. FDA’s growth and success are attributed to its commitment to delivering objective advice, exceptional service quality, and competitive fees. The company remains dedicated to meeting clients’ needs while maintaining high standards of service excellence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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