Carrie Fitzpatrick
USA Financial and Tax Services · Farmington, Connecticut
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | USA Financial and Tax Services |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $159.3M across 660 accounts |
| SEC registration | Investment adviser representative in CT · CRD 8208467 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.usafinancialandtaxservices.com |
| Profile |
How Carrie's firm compares
- USA Financial and Tax Services's average account is about $241,000, from its Form ADV (assets managed divided by 660 accounts).
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Questions about Carrie
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.
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
- USA Financial and Tax 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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