CRD: 315205
Carriere Financial Planning LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2021
- Office Locations
- 1
Office Locations
About Carriere Financial Planning LLC
Carriere Financial Planning is a Colorado Springs, fee-only fiduciary firm serving clients nationwide (primarily virtually). The practice focuses on small-business owners, entrepreneurs, and young professionals, including those with equity compensation, delivering comprehensive financial planning, investment management with tax-efficient, low-cost portfolios, tax planning, and retirement plan guidance (SEP/SIMPLE/Solo 401(k)). Custody is supported through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Paul Carriere
Financial Planner, Owner
- CRD
- #6333521
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,959,962 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,959,962 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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