John Carr is a CFP-designated registered investment advisor at Carr Consulting P.A., based in San Antonio, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 13 clients with $500K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carr Consulting reserves the right to negotiate and offer a lesser management fee.
Fee Estimator
Location
22588 Scenic Loop Rd., San Antonio, TX, 78255-2253
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Regulatory 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
John is a CPA and owner of John M Carr, CPA; Accounting & Tax. He also holds various positions, including President and CFO, in several companies related to tax preparation, bookkeeping, financial services, payroll preparation, and gun sales, dedicating a significant amount of time across these ventures.
Employment History
Current Registrations
Carr Consulting P.A.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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