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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2008
- Office Locations
- 1
Office Locations
About Carr Consulting P.a.
Carr Consulting P.A. is a tax- and planning-focused advisory led by John M. Carr (MBA, CPA, CFP, EA). The firm provides mutual fund investing, retirement and estate planning, education planning, HSAs, and income tax services, with additional bookkeeping/payroll support through its affiliated Better Business Services. It serves individuals and business owners seeking integrated tax and financial guidance.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN MALCOLM CARR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1407521
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $502,831 | -- |
| Non-Discretionary | $0 | -- |
| Total | $502,831 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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