Sethalan Carter
Partners in Financial Planning · Salem, Virginia
Sethalan Carter is a fee-only financial advisor at Partners in Financial Planning in Salem, Virginia, who holds the CFP credential. Partners in Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Partners in Financial Planning |
|---|---|
| Based in | Salem, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $913.6M across 2,774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7694364 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.partnersinfinancialplanning.com |
How Sethalan's firm compares
- Partners in Financial Planning's average account is about $329,000, from its Form ADV (assets managed divided by 2,774 accounts).
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Questions about Sethalan
Is Sethalan Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sethalan holds no broker registration, and Partners in Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sethalan charge for financial advice?
Sethalan's firm, Partners in Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sethalan Carter based?
Sethalan Carter is based in Salem, Virginia.
What credentials does Sethalan Carter hold?
Sethalan Carter holds the CFP credential.
Is Sethalan Carter registered with the SEC?
Yes. Sethalan Carter is registered as an investment adviser representative in VA (CRD 7694364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners in Financial Planning manage?
Partners in Financial Planning reports $913.6M across 2,774 accounts in assets under management.
How do I contact Sethalan Carter?
Through Sethalan's website, www.partnersinfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Salem
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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