# Carrie Fitzpatrick

> Carrie Fitzpatrick is a fee-only financial advisor at USA Financial and Tax Services in Farmington, Connecticut. Carrie focuses on retirement planning, tax planning and estate & legacy planning. USA Financial and Tax Services reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** USA Financial and Tax Services
- **Based in:** Farmington, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $159.3M across 660 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8208467 (https://adviserinfo.sec.gov/individual/summary/8208467)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.usafinancialandtaxservices.com

## Frequently asked questions

### Is Carrie Fitzpatrick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carrie holds no broker registration, and USA Financial and Tax Services 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, USA Financial and Tax Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Carrie Fitzpatrick based?

Carrie Fitzpatrick is based in Farmington, Connecticut.

### What does Carrie specialize in?

Carrie's specialties include retirement planning, tax planning and estate & legacy planning. Carrie works with retirees and pre-retirees.

### Is Carrie Fitzpatrick registered with the SEC?

Yes. Carrie Fitzpatrick is registered as an investment adviser representative in CT (CRD 8208467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does USA Financial and Tax Services manage?

USA Financial and Tax Services reports $159.3M across 660 accounts in assets under management.

### How do I contact Carrie Fitzpatrick?

Through Carrie's website, www.usafinancialandtaxservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8208467): 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://usafinancialandtaxservices.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.