Carie Carney
Lenk Ladner Investment Solutions · Osterville, Massachusetts
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.
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Specialties
Facts
| Firm | Lenk Ladner Investment Solutions |
|---|---|
| Based in | Osterville, Massachusetts |
| Fee model | Percentage of assets |
| Assets under management | $337.3M across 478 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4467490 |
| Exams passed | Series 65 (2013) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lenkladner.com |
| Profile |
How Carie's firm compares
- Lenk Ladner Investment Solutions's average account is about $706,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Carie
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.
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
- Lenk Ladner Investment Solutions 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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