Molly McCarthy
LD Lowe Wealth Advisory · Richardson, Texas
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.
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Specialties
Who they serve
- Divorced individuals
- High earners
- Real estate investors
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 | $118.8M across 677 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 5150424 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.ldloweplan.com |
| Profile |
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Questions about Molly
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.
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
- LD Lowe Wealth Advisory 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.
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