Louis Carpenter
Azzendo Wealth Advisors · Coral Gables, Florida
Louis Carpenter is a fee-only financial advisor at Azzendo Wealth Advisors in Coral Gables, Florida, who holds the CFP credential. Azzendo Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Azzendo Wealth Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.1M across 642 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4760892 |
| Exams passed | Series 63 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cathypareto.com |
How Louis's firm compares
- Azzendo Wealth Advisors's average account is about $467,000, from its Form ADV (assets managed divided by 642 accounts).
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Questions about Louis
Is Louis Carpenter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Azzendo Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Azzendo Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Louis Carpenter based?
Louis Carpenter is based in Coral Gables, Florida.
What credentials does Louis Carpenter hold?
Louis Carpenter holds the CFP credential.
Is Louis Carpenter registered with the SEC?
Yes. Louis Carpenter is registered as an investment adviser representative in FL (CRD 4760892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azzendo Wealth Advisors manage?
Azzendo Wealth Advisors reports $300.1M across 642 accounts in assets under management.
How do I contact Louis Carpenter?
Through Louis's website, www.cathypareto.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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