Carol Bieber
Professional Advisory Services · Vero Beach, Florida
Carol Bieber is a fee-only financial advisor at Professional Advisory Services in Vero Beach, Florida. Carol charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning.
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Specialties
Facts
| Firm | Professional Advisory Services |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.26B across 1,234 accounts |
| SEC registration | Investment adviser representative in CA, FL, NC, TX · CRD 3195212 |
| Exams passed | Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.pa-services.com |
| Profile |
How Carol's firm compares
- Professional Advisory Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,234 accounts).
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Questions about Carol
Is Carol Bieber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Professional Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carol charge for financial advice?
Carol charges a percentage of assets.
How much does Carol charge?
According to Professional Advisory Services's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Does Carol work with clients virtually?
Yes. Professional Advisory Services says on its website that it works with clients remotely.
Where is Carol Bieber based?
Carol Bieber is based in Vero Beach, Florida.
What does Carol specialize in?
Carol's specialties include retirement planning.
Is Carol Bieber registered with the SEC?
Yes. Carol Bieber is registered as an investment adviser representative in CA, FL, NC and TX (CRD 3195212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Professional Advisory Services manage?
Professional Advisory Services reports $1.26B across 1,234 accounts in assets under management.
How do I contact Carol Bieber?
Through Carol's website, www.pa-services.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
- Professional Advisory Services 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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