# Carol Khouri

> Carol Khouri is a fee-only financial advisor at Wingate Wealth Advisors in Lexington, Massachusetts, who holds the CFP credential. Carol focuses on retirement planning. Wingate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carol-khouri/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wingate Wealth Advisors
- **Based in:** Lexington, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.42B across 2,802 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Executives, Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 1777303 (https://adviserinfo.sec.gov/individual/summary/1777303)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1989), Series 65 (1995)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://www.wingatewealthadvisors.com

## Frequently asked questions

### Is Carol Khouri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Wingate Wealth Advisors 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's firm, Wingate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carol Khouri based?

Carol Khouri is based in Lexington, Massachusetts.

### What does Carol specialize in?

Carol's specialties include retirement planning. Carol works with executives, retirees, pre-retirees and mid-life transitions.

### What credentials does Carol Khouri hold?

Carol Khouri holds the CFP credential.

### Is Carol Khouri registered with the SEC?

Yes. Carol Khouri is registered as an investment adviser representative in MA and TX (CRD 1777303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wingate Wealth Advisors manage?

Wingate Wealth Advisors reports $1.42B across 2,802 accounts in assets under management.

### How do I contact Carol Khouri?

Through Carol's website, www.wingatewealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1777303): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wingatewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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