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Sharon Budnik

Carlyle Wealth Planning
45 Years of Experience
Atlanta, GA
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Sharon Budnik is a registered investment advisor at Carlyle Wealth Planning, based in Atlanta, GA, with 45 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients.

Carlyle Wealth Planning
Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

  • Comprehensive financial plan — fees are based on the complexity of your individual situation and outlined in your written agreement. The total fee is divided into three equal payments: one-third upon signing the agreement, one-third upon completion of the first draft, and one-third upon completion of the final draft.
  • Hourly consultation — available for specific questions, with rates and terms specified in your written agreement.
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Location

Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2002
Settled
Customer Dispute
August 2002
Settled
Customer Dispute
July 2001
Settled
Customer Dispute
September 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sharon is an insurance agent for Dempsey & Assoc. Inc. selling fixed insurance products, dedicating minimal time to this activity. She also engages in client-related activities under Carlyle Wealth Management, taking about a quarter of her time.

Employment History
Current Registrations
Carlyle Wealth Planning
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
The Strategic Financial Alliance, INC.Broker
July 2016 - September 2026 · 10 yrs 2 mos
The Strategic Financial Alliance
July 2016 - September 2026 · 10 yrs 2 mos
Vsr Advisory Services
October 2011 - July 2016 · 4 yrs 9 mos
Vsr Financial Services, INC.Broker
October 2011 - July 2016 · 4 yrs 9 mos
Sanders Morris Harris INC.
January 2007 - October 2011 · 4 yrs 9 mos
Sanders Morris Harris INC.Broker
October 2003 - October 2011 · 8 yrs
Ifg Network Securities, INC.Broker
October 1992 - October 2003 · 11 yrs
Planned Investments INC.Broker
May 1992 - April 1993 · 11 mos
Derand/pennington/bass, INC.Broker
November 1989 - June 1992 · 2 yrs 7 mos
Integrated Resources Equity CorporationBroker
May 1988 - November 1989 · 1 yr 6 mos
Carnegie Securities CorporationBroker
May 1986 - May 1988 · 2 yrs
Phoenix Financial CorporationBroker
February 1981 - April 1986 · 5 yrs 2 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
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