Carnegie Investment Counsel at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 69 employees and 3,056 individual clients, 1,186 of them high net worth.
- Its average account is about $880,000 (assets it manages divided by its 8,541 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Stamford, Connecticut |
|---|---|
| Website | carnegieinvest.com |
| [email protected] | |
| Phone | (216) 367-4114 |
Questions about Carnegie Investment Counsel
How is Carnegie Investment Counsel paid?
Carnegie Investment Counsel's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Carnegie Investment Counsel have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Carnegie Investment Counsel.
What is the average account at Carnegie Investment Counsel?
Carnegie Investment Counsel's average account is about $880,000. That's the assets on its Form ADV divided by its 8,541 accounts.
Carnegie Investment Counsel fees
Carnegie Investment Counsel 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7.5 billion |
| Individual clients | 1,870 |
| High-net-worth clients | 1,186 |
| Accounts managed | 8,541 |
| Employees | 69 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-70242) |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 150488 |