# Carter Pearl

> Carter Pearl is a fee-only financial advisor at Intrinsic Value Partners in Phoenix, Arizona, who holds the CFA credential. Intrinsic Value Partners reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Intrinsic Value Partners
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $220.6M across 193 accounts
- **Credentials:** CFA
- **Works with:** Founders, Executives, Divorced individuals, Physicians
- **CRD:** 1226543 (https://adviserinfo.sec.gov/individual/summary/1226543)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 63 (1994), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.ivpaz.com

## Frequently asked questions

### Is Carter Pearl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Intrinsic Value Partners 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, Intrinsic Value Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Carter Pearl based?

Carter Pearl is based in Phoenix, Arizona.

### What credentials does Carter Pearl hold?

Carter Pearl holds the CFA credential.

### Is Carter Pearl registered with the SEC?

Yes. Carter Pearl is registered as an investment adviser representative in AZ and TX (CRD 1226543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intrinsic Value Partners manage?

Intrinsic Value Partners reports $220.6M across 193 accounts in assets under management.

### How do I contact Carter Pearl?

Through Carter's website, www.ivpaz.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1226543): 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://ivpaz.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.