John Carr
Carr Consulting P.A. · San Antonio, Texas
John Carr is a fee-only financial advisor at Carr Consulting P.A. in San Antonio, Texas, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and tax planning. Carr Consulting P.A. reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to John →
Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Carr Consulting P.A. |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $503K across 13 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 1407521 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carrconsultingpa.com |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Carr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Carr Consulting P.A. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Carr Consulting P.A., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does John charge?
According to Carr Consulting P.A.'s website, checked October 30, 2026: no asset minimum.
Does John work with clients virtually?
Yes. Carr Consulting P.A. says on its website that it works with clients remotely.
Where is John Carr based?
John Carr is based in San Antonio, Texas.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. John works with retirees, founders and multi-generational families.
What credentials does John Carr hold?
John Carr holds the CFP credential.
Is John Carr registered with the SEC?
Yes. John Carr is registered as an investment adviser representative in FL and TX (CRD 1407521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carr Consulting P.A. manage?
Carr Consulting P.A. reports $503K across 13 accounts in assets under management.
How do I contact John Carr?
Through John's website, carrconsultingpa.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
- Carr Consulting P.A. 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.
See something wrong? Request a correction. Read our methodology.