Adam Carter
Adam Carter is a registered investment advisor at Wealthplan Partners, based in Venice, FL, with 19 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,711 clients with $1.1B 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 | 2.00% |
Annual fees range between 0.01% and 2.00% depending on portfolio size, services rendered, and complexity. Fees are negotiable.
Fee Estimator
Location
415 Commercial Court, Suite D, Venice, FL, 34292
Get directionsHistory
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 ActivitiesSells Insurance
Adam is a partner providing marketing and administrative assistance for Waypoint Advisors, and also works as a public speaker on basic financial health. He also sells fixed insurance products and dedicates nearly full-time hours as an independent advisor representative for Wealthplan Partners.
Employment History
Current Registrations
Wealthplan Partners
Osaic Wealth, INC.Broker
Previous Registrations
Lpf Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations12 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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