Initial financial plans start at $5,000, but the fee is negotiable. Hourly fees for specialized analysis range from $100 to $450.
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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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 →Lori uses Carter Financial Management as a DBA for her firm, with no associated responsibilities. She is also an audit committee member for Catholic Charities Dallas, dedicating minimal time to attending meetings and reviewing reports.