# Molly McCarthy

> Molly McCarthy is a fee-only financial advisor at LD Lowe Wealth Advisory in Richardson, Texas, who holds the ChFC credential. Molly focuses on divorce financial planning, estate & legacy planning and small business owners. LD Lowe Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/molly-mccarthy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** LD Lowe Wealth Advisory
- **Based in:** Richardson, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $118.8M across 677 accounts
- **Credentials:** ChFC
- **Specialties:** Divorce financial planning, Estate & legacy planning, Small business owners, Real estate investors
- **Works with:** Divorced individuals, High earners, Real estate investors
- **CRD:** 5150424 (https://adviserinfo.sec.gov/individual/summary/5150424)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.ldloweplan.com

## Frequently asked questions

### Is Molly McCarthy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Molly holds no broker registration, and LD Lowe Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Molly charge for financial advice?

Molly's firm, LD Lowe Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Molly McCarthy based?

Molly McCarthy is based in Richardson, Texas.

### What does Molly specialize in?

Molly's specialties include divorce financial planning, estate & legacy planning, small business owners and real estate investors. Molly works with divorced individuals, high earners and real estate investors.

### What credentials does Molly McCarthy hold?

Molly McCarthy holds the ChFC credential.

### Is Molly McCarthy registered with the SEC?

Yes. Molly McCarthy is registered as an investment adviser representative in TX (CRD 5150424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LD Lowe Wealth Advisory manage?

LD Lowe Wealth Advisory reports $118.8M across 677 accounts in assets under management.

### How do I contact Molly McCarthy?

Through Molly's website, www.ldloweplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5150424): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ldloweplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.