Christina Hammann
Carter Financial · La Jolla, California
Christina Hammann is a fee-only financial advisor at Carter Financial in La Jolla, California, who holds the CFP credential. Christina focuses on retirement planning, tax planning and estate & legacy planning. Carter Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Carter Financial |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $282.3M across 489 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6405356 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.carterfinancialllc.com |
| Profile |
How Christina's firm compares
- Carter Financial's average account is about $577,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Christina
Is Christina Hammann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Carter Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christina charge for financial advice?
Christina's firm, Carter Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christina Hammann based?
Christina Hammann is based in La Jolla, California.
What does Christina specialize in?
Christina's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Christina Hammann hold?
Christina Hammann holds the CFP credential.
Is Christina Hammann registered with the SEC?
Yes. Christina Hammann is registered as an investment adviser representative in CA and TX (CRD 6405356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carter Financial manage?
Carter Financial reports $282.3M across 489 accounts in assets under management.
How do I contact Christina Hammann?
Through Christina's website, www.carterfinancialllc.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
- Carter Financial 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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