Carpenter, Claydon Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$260,956,393
Clients
239
Advisors
1
of 3 employees
About
Carpenter, Claydon Advisors, Inc. provides financial planning, portfolio management, asset allocation and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers modular and ongoing financial planning engagements as well as asset-based portfolio management, with fees commonly assessed as a percentage of assets under management.
The firm’s investment work emphasizes asset allocation using mutual funds and exchange-traded funds and generally favors long-term purchases and periodic rebalancing. It typically delivers advice and ongoing monitoring on a non-discretionary basis, coordinating implementation with clients rather than routinely trading without prior client approval.
Notably, the firm reports managing nearly $295 million of client assets on a non-discretionary basis, a practice that is uncommon among similarly supported advisers and means clients retain approval over trade execution. In addition to individual wealth management, the firm provides pension consulting and participant education and uses a recommended custodian relationship that supplies institutional custody and support services.
Client services
Occupation focus
Fee options
Fixed fee for financial planning services typically ranges between $1,000 and $10,000
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $5,000,000: 0.30% annually $5,000,001 - $10,000,000: 0.20% annually $10,000,001 - $20,000,000: 0.10% annually
$300 per hour for financial planning consulting services
Account minimum: $500,000 Fee-only: Financial planning fixed fee typically ranges between $1,000 and $10,000; hourly fee at $300 per hour, negotiable
Main office
834 N. Highland Avenue
Orlando FL 32803
Advisors at this office
1
Most active in
Florida
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.
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