CARRIERE FINANCIAL PLANNING LLC

CARRIERE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 315205). Regulatory assets under management: $5.0M.

Registration

• CRD: 315205
• Type: Registered investment adviser
• Phone: 719-421-6333
• Latest filing: 2026-03-03
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315205 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search