Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The initial financial plan fee normally begins at $5,000 and is negotiable based on complexity and other factors. Financial plan reviews are priced based on the client's situation and ongoing needs, also negotiable. Specialized analysis is billed hourly, ranging from $100 to $450 per hour, depending on the planner and project complexity.
Areas of Practice
Advisor Information
Office location
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a Wealth Manager at Carter Advisory Services, an independent RIA, dedicating about half his time. He is also a Managing Senior Vice President at Carter Financial Management, spending about 10-20% of his time in this role.