William Carrington
William Carrington is a CFP-designated registered investment advisor at Carrington Financial Planning, LLC, based in Fletcher, NC, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 30 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Contact
William Carrington
Location
Fletcher, NC
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
Carrington Financial Planning, LLC
State Registrations8 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