CB
CFP
CB
CFP

Carter Brantley Bennett

5 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only
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Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Carter is the head film critic for Film Junkie Reviews, a podcast, since 2014, dedicating a few hours per week. Carter is also a member of No Friends at Dusk, buying and selling used watches, dedicating minimal time to this activity.

Employment History
Current Registrations
Dew Wealth Management
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Vanguard Advisers, INC.
August 2020 - April 2022 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
July 2020 - April 2022 · 1 yr 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.