Kara Elbert is a CFP-designated registered investment advisor at Elbert Financial Consulting, INC., based in Charlotte, NC, with 24 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 56 clients.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing planning, implementation, and monitoring, Elbert Financial Consulting bills hourly.
Elbert Financial Consulting charges $392 per hour for professional advice and planning and $192 per hour for para-planner and administrative time. The total fee for a financial plan is based on the total number of hours dedicated to its production.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kara is the secretary of Paragon Supply Company, her husband's business that distributes steel drill pipe. She spends a few hours per week consulting on business strategy.
Employment History
Current Registrations
Elbert Financial Consulting, INC.
State Registrations1 state
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