Kara Elbert
Elbert Financial Consulting · Charlotte, North Carolina
Kara Elbert is a fee-only financial advisor at Elbert Financial Consulting in Charlotte, North Carolina, who holds the CFP credential. Elbert Financial Consulting reports charging hourly fees on its Form ADV.
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Facts
| Firm | Elbert Financial Consulting |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 1424551 |
| Exams passed | Series 63 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
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Questions about Kara
Is Kara Elbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kara holds no broker registration, and Elbert Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kara charge for financial advice?
Kara's firm, Elbert Financial Consulting, reports charging hourly fees on its SEC Form ADV.
Where is Kara Elbert based?
Kara Elbert is based in Charlotte, North Carolina.
What credentials does Kara Elbert hold?
Kara Elbert holds the CFP credential.
Is Kara Elbert registered with the SEC?
Yes. Kara Elbert is registered as an investment adviser representative in NC (CRD 1424551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kara Elbert?
Contact details aren't on file yet. Search for Elbert Financial Consulting.
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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