Susan Carlisle
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and personal financial planning to individuals, trusts, corporations and retirement, pension and profit-sharing plans. Services include tailored portfolio management along with retirement planning, education funding and personal budgeting.
Investment advice is limited to mutual funds, treasury bills and notes, corporate bonds, certificates of deposit and U.S. agency securities, with asset allocations adjusted for clients’ ages, goals, tax considerations and disposable income. The adviser emphasizes a long-term horizon with minimal turnover, conducts account reviews up to quarterly, and executes client trades through Fidelity Institutional Brokerage.
The adviser also maintains a part-time certified public accountant practice and holds insurance and real estate licenses but discloses she does not sell those products to advisory clients, an affiliation that is uncommon among peers. The firm uses a non‑AUM compensation model—billing a nonnegotiable flat quarterly fee instead of a percentage‑of‑assets—and does not accept performance‑based fees or custody client funds.
Client services
Expertise
Fee options
Quarterly flat fee basis (exact amounts not disclosed). Fees are not negotiable.
Fee-only: Quarterly flat fee (specific amounts not stated). Fees are not negotiable.
Main office
Agoura Hills CA
Advisors at this office
1
Most active in
California
Also doing business as
Carlisle Cpa And Associates, Inc. · Carlisle, Susan · Susan Carlisle
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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