Brian Carroll
Oak Harbor Wealth Partners · Raleigh, North Carolina
Brian Carroll is a fee-only financial advisor at Oak Harbor Wealth Partners in Raleigh, North Carolina, who holds the CFP credential. Oak Harbor Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oak Harbor Wealth Partners |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $288.4M across 1,140 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 6889059 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Brian's firm compares
- Oak Harbor Wealth Partners's average account is about $253,000, from its Form ADV (assets managed divided by 1,140 accounts).
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Questions about Brian
Is Brian Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Oak Harbor Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Oak Harbor Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Carroll based?
Brian Carroll is based in Raleigh, North Carolina.
What credentials does Brian Carroll hold?
Brian Carroll holds the CFP credential.
Is Brian Carroll registered with the SEC?
Yes. Brian Carroll is registered as an investment adviser representative in IN and TX (CRD 6889059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Harbor Wealth Partners manage?
Oak Harbor Wealth Partners reports $288.4M across 1,140 accounts in assets under management.
How do I contact Brian Carroll?
Contact details aren't on file yet. Search for Oak Harbor Wealth Partners.
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
- 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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