# Anthony Carr

> Anthony Carr is a fee-only financial advisor at Carr Wealth Management in Pleasanton, California, who holds the CFP credential. Anthony charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/anthony-carr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Carr Wealth Management
- **Based in:** Pleasanton, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.9M across 63 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4273957 (https://adviserinfo.sec.gov/individual/summary/4273957)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000), Series 65 (1998)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://carrwealth.com

## Frequently asked questions

### Is Anthony Carr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Carr Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony charges a percentage of assets.

### Where is Anthony Carr based?

Anthony Carr is based in Pleasanton, California.

### What does Anthony specialize in?

Anthony's specialties include retirement planning and estate & legacy planning. Anthony works with retirees and pre-retirees.

### What credentials does Anthony Carr hold?

Anthony Carr holds the CFP credential.

### Is Anthony Carr registered with the SEC?

Yes. Anthony Carr is registered as an investment adviser representative in CA (CRD 4273957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Carr Wealth Management manage?

Carr Wealth Management reports $23.9M across 63 accounts in assets under management.

### How do I contact Anthony Carr?

Through Anthony's website, carrwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4273957): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://carrwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.