Carriage House Planning LLC
Fisherville, Kentucky
Carriage House Planning LLC at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients.
- Its average account is about $232,000 (assets it manages divided by its 91 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Fisherville, Kentucky |
|---|---|
| Website | carriagehouseplanning.com |
| [email protected] | |
| Phone | (813) 851-2231 |
Questions about Carriage House Planning LLC
How is Carriage House Planning LLC paid?
Carriage House Planning LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Carriage House Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Carriage House Planning LLC.
What is the average account at Carriage House Planning LLC?
Carriage House Planning LLC's average account is about $232,000. That's the assets on its Form ADV divided by its 91 accounts.
Carriage House Planning LLC fees
Carriage House Planning LLC 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 · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 18 |
| Accounts managed | 91 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 309068 |
Advisors at this firm (1)
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