Carter Pearl
Intrinsic Value Partners · Phoenix, Arizona
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.
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Who they serve
- Founders
- Executives
- Divorced individuals
- Physicians
Facts
| Firm | Intrinsic Value Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $220.6M across 193 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 1226543 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ivpaz.com |
| Profile |
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Questions about Carter
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.
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
- Intrinsic Value Partners 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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