Paul Carriere
Carriere Financial Planning · Colorado Springs, Colorado
Paul Carriere is a fee-only financial advisor at Carriere Financial Planning in Colorado Springs, Colorado, who holds the CFP credential.
- $2,000
- One-time plan, from
- $5M
- Firm assets managed
- $81,000
- Firm's average account
- 2014
- First securities exam
What Paul focuses on
Who Paul works with
- Tech employees
- Founders
- Early-career professionals
How does Paul's firm compare?
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A one-time plan starts at $2,000, below the Colorado median of $2,500 for fee-only firms that publish prices.
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Carriere Financial Planning's average account is about $81,000, from its Form ADV (assets managed divided by 61 accounts).
Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $5.0M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6333521 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carrierefinancialplanning.com |
| Profile |
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Other fee-only advisors in Colorado Springs
Other advisors in Colorado who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Carriere Financial Planning 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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