Carrington Financial Planning, LLC

Overview

Carrington Financial Planning, LLC is a small, independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management. The firm operates as a capital allocator: it builds client portfolios primarily from pooled public funds and mutual funds and selects outside managers when clients require specialized exposures. Its advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio oversight for individuals and small businesses, and manager selection for third-party strategies. Investment activity at the firm is concentrated in liquid, fund-based vehicles rather than direct-stock portfolios or broad multi-asset mandates. Carrington Financial Planning offers multiple billing options (percentage of assets under management, hourly, and fixed fees), which supports both ongoing investment relationships and project-based planning work. The firm does not emphasize ESG investing and is structured as a single-state, independent RIA with an individual owner.

Assets & Accounts

Investments & Alternatives

Location & Offices