Carrie Beren
WBH Advisory · Baltimore, Maryland
Carrie Beren is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland, who holds the CFP credential. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5503753 |
| Exams passed | Series 63 (2012) · Series 65 (2008) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wbhadvisory.com |
How Carrie's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
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Questions about Carrie
Is Carrie Beren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carrie holds no broker registration, and WBH Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carrie charge for financial advice?
Carrie's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carrie Beren based?
Carrie Beren is based in Baltimore, Maryland.
What credentials does Carrie Beren hold?
Carrie Beren holds the CFP credential.
Is Carrie Beren registered with the SEC?
Yes. Carrie Beren is registered as an investment adviser representative in MD and TX (CRD 5503753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WBH Advisory manage?
WBH Advisory reports $1.74B across 2,335 accounts in assets under management.
How do I contact Carrie Beren?
Through Carrie's website, www.wbhadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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
- 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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