CARRINGTON FINANCIAL PLANNING, LLC

CARRINGTON FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 156554). Regulatory assets under management: $19.6M.

Registration

• CRD: 156554
• Type: Registered investment adviser
• Phone: (305) 209-4724
• Latest filing: 2026-01-16
• Regulatory AUM: $19.6M
• Discretionary AUM: $1.9M
• Non-discretionary AUM: $17.8M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156554 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search