# Carla Adams

> Carla Adams is a fee-only financial advisor at Ametrine Wealth in Lake Orion, Michigan, who holds the CFP and MBA credentials. Carla charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $2,000) and focuses on equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/carla-adams/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ametrine Wealth
- **Based in:** Lake Orion, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $2,000
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.7M across 61 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation, Tax planning
- **Works with:** High earners, Tech employees
- **CRD:** 5519001 (https://adviserinfo.sec.gov/individual/summary/5519001)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://ametrinewealth.com

## Frequently asked questions

### Is Carla Adams a fee-only financial advisor?

Yes. Carla Adams is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carla's firm.

### How does Carla charge for financial advice?

Carla charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Carla charge?

According to Ametrine Wealth's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $2,000.

### Does Carla work with clients virtually?

Yes. Ametrine Wealth says on its website that it works with clients remotely.

### Where is Carla Adams based?

Carla Adams is based in Lake Orion, Michigan.

### What does Carla specialize in?

Carla's specialties include equity compensation and tax planning. Carla works with high earners and tech employees.

### What credentials does Carla Adams hold?

Carla Adams holds the CFP and MBA credentials.

### Is Carla Adams registered with the SEC?

Yes. Carla Adams is registered as an investment adviser representative in MI and TX (CRD 5519001), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ametrine Wealth manage?

Ametrine Wealth reports $15.7M across 61 accounts in assets under management.

### How do I contact Carla Adams?

Through Carla's website, ametrinewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/carla-adams-10155): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.ametrinewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.