Adell, Harriman, & Carpenter

Facts

Adell, Harriman, & Carpenter fees

Adell, Harriman, & Carpenter doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• James Darby

  CFP

• Jennifer Barron

• Leia Carpenter

  CFA

• Marcus Berry

• Scot Johnson

  CFA

• Stephen Adell

  CFP