Carlyle Wealth Planning

Overview

Carlyle Wealth Planning operates as an independent, privately owned registered investment adviser organized as a corporation. The firm’s stated focus is providing financial planning services to individual and family clients. Its engagement model is fee-for-service rather than an AUM-based retainer: charges are billed on an hourly or fixed-fee basis. Carlyle does not present itself as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state or newly formed adviser. The combination of a planning-centric business model and the firm’s independent classification suggests advisers deliver advice and recommendations but do not necessarily exercise discretionary trading authority on most client assets. That positioning aligns with the hourly and fixed-fee billing approach and a client base oriented toward individuals and families rather than institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices