How does the advisor help clients – Key Takeaways:
CARRIERE FINANCIAL PLANNING LLC works as a trusted financial advisor to help clients manage their money and achieve their financial goals. With years of experience and expertise in the financial industry, the team at CARRIERE FINANCIAL PLANNING LLC is able to provide personalized and comprehensive financial planning services to meet the unique needs of each client.
Facts and Insights
Founded in 2005, CARRIERE FINANCIAL PLANNING LLC has been serving clients for over 15 years. The firm is registered with the Securities and Exchange Commission and operates as a Registered Investment Adviser. According to publicly available information, the firm has $50 million assets under management and a team of 2 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 2 |
Financial Services Offered
CARRIERE FINANCIAL PLANNING LLC offers a range of financial services to help clients achieve financial security and success. These include retirement planning, investment management, tax planning, estate planning, and insurance strategies. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a comprehensive and customized plan.
Client Types
CARRIERE FINANCIAL PLANNING LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial goals and needs, and works closely with them to develop tailored solutions that align with their individual objectives.
Fees & Compensation
CARRIERE FINANCIAL PLANNING LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products. This structure allows the firm to always act in the best interest of their clients. The firm charges fees based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The founder of CARRIERE FINANCIAL PLANNING LLC, John Carriere, has over 30 years of experience in the financial industry. He holds a Certified Financial Planner (CFP) designation, demonstrating his expertise and commitment to ethical and professional standards. The team at the firm also includes experienced financial advisors who bring a wealth of knowledge and skills to the table.
Financial Advisor Disclosures to Know
As a registered investment adviser, CARRIERE FINANCIAL PLANNING LLC has a fiduciary duty to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and always act with honesty, loyalty, and care towards their clients. The firm has a clean record with no regulatory or disciplinary events on their record, ensuring that clients can trust them to manage their finances with integrity and transparency.