# Carie Carney

> Carie Carney is a fee-only financial advisor at Lenk Ladner Investment Solutions in Osterville, Massachusetts. Carie charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** Lenk Ladner Investment Solutions
- **Based in:** Osterville, Massachusetts
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $337.3M across 478 accounts
- **Specialties:** Retirement planning
- **CRD:** 4467490 (https://adviserinfo.sec.gov/individual/summary/4467490)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2013), Series 66 (2002)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.lenkladner.com

## Frequently asked questions

### Is Carie Carney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carie holds no broker registration, and Lenk Ladner Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carie charge for financial advice?

Carie charges a percentage of assets.

### Where is Carie Carney based?

Carie Carney is based in Osterville, Massachusetts.

### What does Carie specialize in?

Carie's specialties include retirement planning.

### Is Carie Carney registered with the SEC?

Yes. Carie Carney is registered as an investment adviser representative in MA (CRD 4467490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lenk Ladner Investment Solutions manage?

Lenk Ladner Investment Solutions reports $337.3M across 478 accounts in assets under management.

### How do I contact Carie Carney?

Through Carie's website, www.lenkladner.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4467490): 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 (http://lenkladner.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.