CARTER ADVISORY SERVICES, INC

Overview

Carter Advisory Services, Inc. is organized as a corporation and operates as an independent registered investment adviser focused on financial planning. The firm bills clients through hourly charges and fixed-fee arrangements rather than asset-based advisory fees. Ownership is reported as a domestic entity and individual, and the firm does not identify as a multi-state adviser, pension consultant, or related adviser. It is not classified as a capital allocator and is not flagged as an active ESG investor. The firm lists real estate brokerage among its industry affiliations, which aligns with its use of real estate strategies in client portfolios. Advisory activity in the dataset is limited to financial planning services rather than comprehensive asset management mandates; that suggests a planning-centric, fee-for-service client offering rather than discretionary portfolio management as the primary business line.

Investments & Alternatives

Location & Offices