Carter Advisory Services provides financial planning services to individuals, families, and businesses. This includes creating comprehensive financial plans, reviewing existing plans, and offering specialized analysis on an hourly or project basis. Carter Advisory Services also offers electronic document storage through its Carter WealthView portal. They do not manage investments or hold custody of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors11
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Financial plan reviews are available periodically, with the cost determined by the complexity of your situation and ongoing needs. Fees are negotiable. You can pay quarterly either by direct deduction from your Raymond James account or via invoice.
- Initial financial plan — typically starts at $5,000, but is negotiable based on complexity, net worth, and estimated income. The fee is paid in two installments: half upon signing the agreement and the balance upon presentation of the plan.
- Specialized analysis and specific projects — billed hourly, ranging from $100 to $450 per hour depending on the planner and project complexity.
One-Time Plan:$5,000
Hourly Rate:$100 - $450/hr
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