Carter Capital Management

Carter Capital Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 36 individual clients, 28 of them high net worth.
• Its average account is about $613,000 (assets it manages divided by its 119 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Carter Capital Management fees

Carter Capital Management 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 (1)

• David Carter

  CFP

Other fee-only firms in Houston

• Celtic Capital
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• Core Capital Management and Research
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• Decision Tree Advisor
• Edgar Investment Management

Fee-only advisors in Texas