Carriage House Planning LLC
Carriage House Planning LLC (CRD# 309068) is a financial advisory firm headquartered in Tampa, FL. They manage $15,300,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts53ACCOUNTS
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Average Account Value$288,679
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Carriage House Planning LLC
1
Casey Fulp (CRD# 5179021) is an Investment Advisor Representative working at Carriage House Planning LLC in Tampa, FL and has over 13 years of experience in the finance industry.
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