Carriere Financial Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $81,000 (assets it manages divided by its 61 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | carrierefinancialplanning.com |
| [email protected] | |
| Phone | (719) 286-3545 |
Questions about Carriere Financial Planning
How much does Carriere Financial Planning charge?
Carriere Financial Planning publishes these prices: one-time plan: from $2,000; asset-based fee: 1.2% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Carriere Financial Planning have an account minimum?
No. Carriere Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Carriere Financial Planning paid?
Carriere Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Carriere Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Carriere Financial Planning.
What is the average account at Carriere Financial Planning?
Carriere Financial Planning's average account is about $81,000. That's the assets on its Form ADV divided by its 61 accounts.
What does Carriere Financial Planning specialize in?
Carriere Financial Planning's advisors and website list equity compensation, small business owners, tax planning and flat-fee planning.
Is Carriere Financial Planning accepting new clients?
Yes, according to Carriere Financial Planning's website, checked October 28, 2026.
Does Carriere Financial Planning work with clients virtually?
Yes. Carriere Financial Planning's website says it works with clients virtually.
Carriere Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"Flat-fee planning available ranging from $2,000–$10,000 depending on complexity." source
"$0 - $1M 1.2%" source
"No - I do not have an account minimum." source
"Flat-fee planning available ranging from $2,000–$10,000 depending on complexity." source
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 | $5 million |
| Individual clients | 22 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 315205 |