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Cara Reynolds

13 Years of Experience
houston, TX

Cara Reynolds is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in houston, TX, with 13 years of industry experience. Cara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
IM Fee
Planning only
Assets Under Management
$7.4B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$5,000 - $150,000/year
One-Time Plan:$1,000 - $150,000
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Location

5444 Westheimer Rd, Suite 900, houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cara provides administrative support for Sean Waggoner at Alliant Retirement Services, LLC, and is also Vice President, meeting with employers to discuss retirement plans. Cara also owns Reynolds Relics, LLC, a clothing reseller, dedicating minimal time to obtaining, cleaning, restoring, and listing vintage clothing.

Employment History
Current Registrations
Alliant Retirement Consulting
October 2022 - Present · 4 yrs
Previous Registrations
Cetera Wealth Services, LLCBroker
July 2017 - July 2025 · 8 yrs
LPL Financial LLCBroker
March 2012 - August 2017 · 5 yrs 5 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.