Carlyle Wealth Planning, Inc. is a registered investment advisor based in Atlanta, Georgia, providing comprehensive financial planning and portfolio guidance to individuals, high net worth individuals, trusts, estates, and charitable organizations. Founded in 1988, Carlyle Wealth Planning focuses on creating detailed financial plans covering estate and tax planning, retirement, education funding, cash flow, insurance, and special needs situations. Carlyle Wealth Planning does not manage money directly or have the authority to make trades without client approval, but they help clients select and monitor third-party portfolio managers and recommend independent professionals for plan execution. Additionally, representatives of Carlyle Wealth Planning are registered representatives with an affiliated broker-dealer, offering clients the option to implement plans through that channel.
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.