Carter Osborne
Planned Solutions · Folsom, California
Carter Osborne is a fee-only financial advisor at Planned Solutions in Folsom, California. Planned Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Planned Solutions |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $671.0M across 2,282 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8337332 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.plannedsolutions.com |
How Carter's firm compares
- Planned Solutions's average account is about $294,000, from its Form ADV (assets managed divided by 2,282 accounts).
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Questions about Carter
Is Carter Osborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Planned Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, Planned Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Carter Osborne based?
Carter Osborne is based in Folsom, California.
Is Carter Osborne registered with the SEC?
Yes. Carter Osborne is registered as an investment adviser representative in CA (CRD 8337332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planned Solutions manage?
Planned Solutions reports $671.0M across 2,282 accounts in assets under management.
How do I contact Carter Osborne?
Through Carter's website, www.plannedsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Folsom
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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