William Carrington
Carrington Financial Planning, LLC · Fletcher, North Carolina
William Carrington is a fee-only financial advisor at Carrington Financial Planning, LLC in Fletcher, North Carolina, who holds the CFP credential. William focuses on retirement planning and estate & legacy planning. Carrington Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Carrington Financial Planning, LLC |
|---|---|
| Based in | Fletcher, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $19.6M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, FL, LA, NC, NY, TX, VA · CRD 5902066 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carringtonfp.com |
| Profile |
How William's firm compares
- Carrington Financial Planning, LLC's average account is about $357,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about William
Is William Carrington a fee-only financial advisor?
Yes. William Carrington 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 William's firm.
How does William charge for financial advice?
William's firm, Carrington Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does William work with clients virtually?
Yes. Carrington Financial Planning, LLC says on its website that it works with clients remotely.
Where is William Carrington based?
William Carrington is based in Fletcher, North Carolina.
What does William specialize in?
William's specialties include retirement planning and estate & legacy planning.
What credentials does William Carrington hold?
William Carrington holds the CFP credential.
Is William Carrington registered with the SEC?
Yes. William Carrington is registered as an investment adviser representative in CA, DC, FL, LA, NC, NY, TX and VA (CRD 5902066), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Carrington Financial Planning, LLC manage?
Carrington Financial Planning, LLC reports $19.6M across 55 accounts in assets under management.
How do I contact William Carrington?
Through William's website, carringtonfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Carrington Financial Planning, LLC 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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