Kerrie Carden
Equip Advisory · Baltimore, Maryland
Kerrie Carden is a fee-only financial advisor at Equip Advisory in Baltimore, Maryland, who holds the CFP credential. Kerrie charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $2,400 a year and one-time plans from $1,000).
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Facts
| Firm | Equip Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $1,000 · $300 an hour |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7910692 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | equipadvisory.com |
| Profile |
How Kerrie's firm compares
- Ongoing planning starts at $2,400 a year, below the Maryland median of $3,800 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, above the Maryland median of $830 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Maryland median of $300 for fee-only firms that publish prices.
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Questions about Kerrie
Is Kerrie Carden a fee-only financial advisor?
Yes. Kerrie Carden is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kerrie's firm.
How does Kerrie charge for financial advice?
Kerrie charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Kerrie charge?
According to Equip Advisory's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $1,000; $300 an hour.
Where is Kerrie Carden based?
Kerrie Carden is based in Baltimore, Maryland.
What credentials does Kerrie Carden hold?
Kerrie Carden holds the CFP credential.
Is Kerrie Carden registered with the SEC?
Yes. Kerrie Carden is registered as an investment adviser representative in MD (CRD 7910692), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Kerrie Carden?
Through Kerrie's website, equipadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Equip Advisory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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