Anthony Carr
Carr Wealth Management · Pleasanton, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Carr Wealth Management |
|---|---|
| Based in | Pleasanton, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $23.9M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4273957 |
| Exams passed | Series 63 (2000) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | carrwealth.com |
| Profile |
How Anthony's firm compares
- Carr Wealth Management's average account is about $379,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Carr Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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