Carr Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Carr Wealth Management meets the safeguard exception by mailing the client a detailed invoice each quarter that shows fees withdrawn from the account. 2 Carr Wealth Management LLC FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered at an hourly rate of $150 or a fixed fee between $100 and…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carr Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the assets managed as of the last business day of the previous quarter.”
• “Initial fees for partial quarters are prorated.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Carr Wealth Management LLC’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• None of the 9 other planners in Pleasanton that publish an hourly rate charge less.

About Carr Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

63

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,900,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281343

Website

carrwealth.com (opens in new tab)

Phone

(925) 484-1671

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
• Mirador Capital PartnersPleasanton$2,500

Compare all 14 planners in Pleasanton