Carr Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carr Wealth Management LLC provides discretionary investment management and financial planning primarily for individual clients, with an emphasis on those in or approaching retirement. The firm operates as a fee-only adviser and states that it does not sell commissioned products or act as custodian for client assets.
Portfolios are constructed with reference to Modern Portfolio Theory and documented client goals and risk tolerances, and the firm manages accounts on a discretionary basis with at least quarterly reviews. Stated investment approaches include long‑term and short‑term purchases, trading, and option writing (including covered and uncovered strategies), and asset‑management fees are billed quarterly in advance while financial planning may be provided on an hourly or fixed‑fee basis.
Carr reports approximately $29.6 million in assets under management and does not impose a minimum to open an account. The firm participates in the TD Ameritrade Institutional program and discloses receipt of research and other program benefits (soft‑dollar arrangements), does not use third‑party money managers, and generally expects clients to receive and vote their own proxy materials rather than having the adviser cast votes.
Client services
Demographic focus
Fee options
Fixed fee financial planning from $100 to $200 depending on complexity
$0 - $500,000: 1.0% to 1.20% annually $500,000 - $1,000,000: 0.90% to 1.0% annually $1,000,000+: Negotiable
$150 per hour for financial planning services
Fee-only: Financial planning hourly fee: $150/hour; Fixed fee for financial planning: $100 to $200 (negotiable)
Main office
Pleasanton CA
Advisors at this office
1
Most active in
California
Also doing business as
Anthony B. Carr, Cpa · Carr Wealth Management LLC
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
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