Carla Adams
Ametrine Wealth · Lake Orion, Michigan
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.
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Specialties
Who they serve
- High earners
- Tech employees
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 |
| Accepting new clients | Yes |
| Assets under management | $15.7M across 61 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MI, TX · CRD 5519001 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ametrinewealth.com |
| Profile |
How Carla's firm compares
- Ongoing planning starts at $5,000 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,000, above the Michigan median of $975 for fee-only firms that publish prices.
- Ametrine Wealth's average account is about $258,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Carla
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Ametrine Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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