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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- VertexMatrix +more
- Established Date
- 04-20-2011
- Office Locations
- 1
Office Locations
About Carrington Financial Planning, LLC
Carrington Financial Planning (Diplonomics) is a fee-only, fiduciary RIA providing integrated financial planning, retirement planning, and portfolio management for U.S. Foreign Service professionals and other Foreign Affairs agency employees. The firm specializes in coordinating Foreign Service benefits, pensions and Thrift Savings Plan (TSP) with IRAs and taxable accounts, and planning around frequent moves, uneven cash flow, and absentee homeownership/rental property—delivered remotely.
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Owner & Executives
WILLIAM ANTHONY CARRINGTON
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5902066
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,867,377 | -- |
| Non-Discretionary | $17,758,002 | -- |
| Total | $19,625,379 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,625,379
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $880,279,980 | 100.0% |
| Total | $880,279,980 | 100.0% |