Carlyle Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, trusts, estates, and charitable organizations. The three‑advisor firm works with a small client roster (about 20 clients) and advises on a broad range of investments, including mutual funds, ETFs, fixed income, direct real estate, direct participation programs (such as oil and gas), venture capital, variable insurance products, and 1031 exchanges.
The firm’s process centers on in‑depth, non‑discretionary planning: clients complete financial and investment temperament questionnaires, review proposed portfolio allocations and planning recommendations, and make final implementation decisions. Carlyle does not custody client assets or exercise investment discretion; it may recommend third‑party discretionary portfolio managers and monitors those manager‑run accounts on a monthly or quarterly basis.
Carlyle’s fee approach differs from many peers in this category in that it does not primarily use percentage‑of‑AUM billing; comprehensive plan fees are based on case complexity and are billed in stages (one‑third at engagement, one‑third at the first draft, and one‑third at final delivery), and hourly consultations are available. The firm is affiliated with The Strategic Financial Alliance for brokerage execution, and its combination of a very small client base, avoidance of direct portfolio management for individuals, and routine review of alternative and direct investment programs distinguishes it from many supported firms.
Client services
Expertise
Fee options
Hourly consultation fees are charged per client written agreement; specific rates not disclosed.
Fee-only: Fees for comprehensive financial plans vary based on complexity and are detailed in client agreements; fees are payable in three installments over plan completion.
Main office
Five Concourse Parkway, Suite 3000
Atlanta GA 30328
Advisors at this office
3
Most active in
Georgia
Also doing business as
Borst Investment Planning Services, Inc. · Carlyle Wealth Planning · Carlyle Wealth Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sharon B
Series 63
Atlanta, GA
Carlyle Wealth Planning
Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and was with The Strategic Financial Alliance from 2016 to 2026. Outside of advising, she is involved in fixed insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning with a small client roster, advising on a broad range of investments and recommending third-party portfolio managers when appropriate.
David B
Series 63
Atlanta, GA
Carlyle Wealth Planning
David Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and 19 years of industry experience. He also works as a CPA providing tax return preparation services. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning and serves a small client base, advising on a wide range of investments while not directly managing client assets.
Alan A
CFP®, Series 66
Atlanta, GA
Carlyle Wealth Planning
Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.
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