# Paul Carriere

> Paul Carriere is a fee-only financial advisor at Carriere Financial Planning in Colorado Springs, Colorado, who holds the CFP credential. Paul charges a percentage of assets and a flat fee or retainer (one-time plans from $2,000 and 1.2% a year on the first tier of assets managed) and focuses on equity compensation, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/paul-carriere/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Carriere Financial Planning
- **Based in:** Colorado Springs, Colorado
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $2,000; 1.2% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.0M across 61 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Small business owners, Tax planning, Flat-fee planning
- **Works with:** Tech employees, Founders, Early-career professionals
- **CRD:** 6333521 (https://adviserinfo.sec.gov/individual/summary/6333521)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2014), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://carrierefinancialplanning.com

## Frequently asked questions

### Is Paul Carriere a fee-only financial advisor?

Yes. Paul Carriere 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 Paul's firm.

### How does Paul Carriere charge for financial advice?

Paul Carriere charges a percentage of assets and a flat fee or retainer.

### How much does Paul Carriere charge?

According to Carriere Financial Planning's website, checked October 28, 2026: one-time plans from $2,000; 1.2% a year on the first tier of assets managed; no asset minimum.

### Does Paul Carriere work with clients virtually?

Yes. Carriere Financial Planning says on its website that it works with clients remotely.

### Where is Paul Carriere based?

Paul Carriere is based in Colorado Springs, Colorado.

### What does Paul Carriere specialize in?

Paul Carriere's specialties include equity compensation, small business owners, tax planning and flat-fee planning. Paul works with tech employees, founders and early-career professionals.

### What credentials does Paul Carriere hold?

Paul Carriere holds the CFP credential.

### Is Paul Carriere registered with the SEC?

Yes. Paul Carriere is registered as an investment adviser representative in CO and TX (CRD 6333521), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Carriere Financial Planning manage?

Carriere Financial Planning reports $5.0M across 61 accounts in assets under management.

### How do I contact Paul Carriere?

Through Paul Carriere's website, carrierefinancialplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/paul-carriere-10348): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.carrierefinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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