Carla Adams is a CFP-designated registered investment advisor at Nectarine, based in Lake Orion, MI, with 15 years of industry experience. Carla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services billed quarterly in advance, with fees typically ranging from $100 to $3,000 per quarter. This service includes collaborative ongoing advice on cash flow, goals, investments, retirement, insurance, debt, estate planning, employer benefits, and email access throughout the year.
- One-hour financial planning session — generally less than $500, designed for specific financial planning topics with a recap email and action items.
- Comprehensive financial plan (The Plan Services) — generally less than $10,000 for an eight-week engagement that includes three meetings, document review, expert analysis, implementation help, and custom planning.
Contact
Carla Adams
Location
Lake Orion, MI
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 →Employment History
Current Registrations
Nectarine
Ametrine Wealth
Previous Registrations
Diversified Portfolios, INC.
Blue Prairie Group,llc
Brownson, Rehmus & Foxworth, 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
- John Sicklesteel, CFPUBS Financial Services INC.
- Scott Ockerman, ChFCState Farm Investment Management CORP.
- James Felix, ChFCState Farm Investment Management CORP.
- William Colvett, CFPLPL Financial LLC