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.
Learn about disclosures →Other Business Activities
Joseph presents the firm's name to the public as Carter Financial Management and has no responsibilities associated with this role. He also volunteers with Catholic Charities Dallas and is an Education Committee Member for the Financial Planning Association, dedicating a few hours per week to each.