Carriere Financial Planning LLC

Overview

Carriere Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a mix of fee structures — percentage of assets under management, hourly charges and fixed fees — which fits its advisory emphasis on one-on-one planning work alongside managed portfolios. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments to form the bulk of client portfolios. The firm does not position itself as a multi-state or ESG specialist and is not set up as a capital allocator to bespoke funds. When clients need exposure outside liquid markets, the firm taps third-party managers for real estate allocations and supplements portfolios with mutual funds and annuities where appropriate. Client relationships are relatively concentrated and service-driven rather than product-driven.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices