A complete list of active advisors currently associated with Carr Wealth Management LLC

Warmer can help you find a great advisor at Carr Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Carr Wealth Management 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.