Eugene Sanders
Carolina Qualified Retirement Plan Advisers · Wadmalaw Island, South Carolina
Eugene Sanders is a fee-only financial advisor at Carolina Qualified Retirement Plan Advisers in Wadmalaw Island, South Carolina. Carolina Qualified Retirement Plan Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Carolina Qualified Retirement Plan Advisers |
|---|---|
| Based in | Wadmalaw Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.9M across 52 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4738761 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.carolinacorporateplans.com |
How Eugene's firm compares
- Carolina Qualified Retirement Plan Advisers's average account is about $8.5 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Eugene
Is Eugene Sanders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eugene holds no broker registration, and Carolina Qualified Retirement Plan Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eugene charge for financial advice?
Eugene's firm, Carolina Qualified Retirement Plan Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eugene Sanders based?
Eugene Sanders is based in Wadmalaw Island, South Carolina.
Is Eugene Sanders registered with the SEC?
Yes. Eugene Sanders is registered as an investment adviser representative in SC (CRD 4738761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carolina Qualified Retirement Plan Advisers manage?
Carolina Qualified Retirement Plan Advisers reports $443.9M across 52 accounts in assets under management.
How do I contact Eugene Sanders?
Through Eugene's website, www.carolinacorporateplans.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
- 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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