A complete list of active advisors currently associated with Carolina Planning Group LLC

Warmer can help you find a great advisor at Carolina Planning Group LLC or one who fits your needs even better.

Carolina Planning Group provides personalized financial planning and investment management to individuals, high‑net‑worth clients, and entities such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. Services include comprehensive portfolio management, ongoing financial planning, and referrals to other professionals as requested by clients. The firm employs a strategic asset allocation, core‑and‑satellite approach that emphasizes passive, multi‑factor investments and global diversification, and it primarily recommends Dimensional Fund Advisors (DFA) mutual funds for core exposure. Accounts may be managed on either a discretionary or non‑discretionary basis, with written investment policy statements and at least quarterly reviews to align portfolios with client objectives. Notable aspects disclosed in the brochure are that the firm sponsors a wrap fee program that bundles management, transaction, and administrative costs into a single fee and that wrap accounts are typically managed more actively. The brochure also discloses that persons providing advice may be licensed insurance agents who can receive separate commission-based compensation for insurance sales, and it documents business‑continuity arrangements including a contingency agreement with another advisory firm.

To learn more about the advisors currently working at Carolina Planning Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.