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Wellspent public graph/Firms/Carrington Financial Planning, LLC
Firm

Carrington Financial Planning, LLC

Fletcher, North Carolina

Fee-only

Carrington Financial Planning, LLC at a glance

  • One of 278 fee-only firms based in North Carolina in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 30 individual clients, 14 of them high net worth.
  • Its average account is about $357,000 (assets it manages divided by its 55 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Based inFletcher, North Carolina
Websitecarringtonfp.com

Carrington Financial Planning, LLC fees

Carrington Financial 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$20 million
Individual clients16
High-net-worth clients14
Accounts managed55
Employees1
Planning clients51-100
Financial planningOffered
Form ADV filedJanuary 16, 2026
SEC recordCRD 156554

Advisors at this firm (1)