Carl Carpenter
Beacon Financial Partners · Huntington Beach, California
Carl Carpenter is a fee-only financial advisor at Beacon Financial Partners in Huntington Beach, California. Beacon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Financial Partners |
|---|---|
| Based in | Huntington Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.6M across 26 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4962762 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Carl's firm compares
- Beacon Financial Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Carl
Is Carl Carpenter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Beacon Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Beacon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Carpenter based?
Carl Carpenter is based in Huntington Beach, California.
Is Carl Carpenter registered with the SEC?
Yes. Carl Carpenter is registered as an investment adviser representative in CA (CRD 4962762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Financial Partners manage?
Beacon Financial Partners reports $27.6M across 26 accounts in assets under management.
How do I contact Carl Carpenter?
Contact details aren't on file yet. Search for Beacon Financial 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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