Carol Lane
The Financial Resource Center · Carmel, Indiana
Carol Lane is a fee-only financial advisor at The Financial Resource Center in Carmel, Indiana, who holds the CFP credential. Carol focuses on physicians & residents, founders (pre-exit) and small business owners. The Financial Resource Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Carol →
Specialties
Who they serve
- Physicians
- Executives
- Founders
Facts
| Firm | The Financial Resource Center |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $642.5M across 389 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 2481621 |
| Exams passed | Series 63 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tfrcinc.com |
Request an introduction to Carol
Tell Carol a little about what you're looking for. Carol isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Carol
Is Carol Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and The Financial Resource Center 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, The Financial Resource Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carol Lane based?
Carol Lane is based in Carmel, Indiana.
What does Carol specialize in?
Carol's specialties include physicians & residents, founders (pre-exit), small business owners, retirement planning, estate & legacy planning and tax planning. Carol works with physicians, executives and founders.
What credentials does Carol Lane hold?
Carol Lane holds the CFP credential.
Is Carol Lane registered with the SEC?
Yes. Carol Lane is registered as an investment adviser representative in IN (CRD 2481621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Financial Resource Center manage?
The Financial Resource Center reports $642.5M across 389 accounts in assets under management.
How do I contact Carol Lane?
Through Carol's website, www.tfrcinc.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
- The Financial Resource Center 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.
See something wrong? Request a correction. Read our methodology.