Carrie Beren is a CFP-designated registered investment advisor at Wbh Advisory, INC., based in Baltimore, MD, with 18 years of industry experience. Carrie 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 746 clients with $1.7B 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 | 1.20% |
New clients pay an annual percentage between 0.45% and 1.20% based on various factors. Subject to a minimum annual advisory fee of $6,000 for new clients.
Fee Estimator
Location
Baltimore, MD
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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
Carrie is the manager of Malvern Stonebridge LLC, a family LLC for estate planning purposes, since 2019. This activity requires minimal time.
Employment History
Current Registrations
Wbh Advisory, INC.
Previous Registrations
Congress Wealth Management LLC
Pinnacle Advisory Group, INC.
Bb&t Investment Services, INC.
Durbin Financial Advisors, INC.
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
More Advisors
- Robert Willen, CFAWbh Advisory, INC.
- Benjamin Waller, CFA, CFPWbh Advisory, INC.
- Jack Ramey, CFPWbh Advisory, INC.
- Marc Hertzberg, CFAWbh Advisory, INC.
- Joel Hosner, CFPWbh Advisory, INC.
- Elizabeth Sherstad, ChFCState Farm Investment Management CORP.