Carrington Financial Planning, LLC

Carrington Financial Planning, LLC (CRD# 156554) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $5,700,000 in 22 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $259,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, LA, TX, VA

Financial Advisors at Carrington Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William A. Carrington
CRD#: 5902066
401 E. Las Olas Blvd, Suite 1400, Fort Lauderdale, FL 33301
96
Wealthminder
score

William Carrington (CRD# 5902066) is an Investment Advisor Representative working at Carrington Financial Planning, LLC in Fort Lauderdale, FL and has over 7 years of experience in the finance industry. William Carrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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