Carter Advisory Services, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Hourly fees range from $250 to $450 per hour depending on which planner is assigned to the financial analysis and the complexity of the project.”

Flat or project fee

$10,000

“Fees for a comprehensive initial financial plan normally begin at $10,000.”

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

How Carter Advisory Services, Inc bills

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

• “The initial plan fee is negotiable on a per-client basis, and different rates or fee structures may be negotiated with individual clients due to factors such as complexity, net worth, estimated income, and other factors we deem relevant in our sole discretion.”
• “The first half is due upon execution of the agreement, and the balance is due when billed, but no earlier than the presentation of the written financial planning case to the client.”
• “At the end of such notice period, the Client must pay any balance due or shall receive a refund of any amounts paid minus any expenses incurred by CAS.”

How Carter Advisory Services, Inc’s fees compare

• Its hourly rate of $250-$450 spans the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 34 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
• 39 of the 51 other planners in Dallas that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Carter Advisory Services, Inc

• Firm size: 11 employees.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Registered as an adviser: 1981 (45 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

11

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116249

Website

x.com/cartercfm (opens in new tab)

Phone

(214) 363-4200

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

Compare all 139 planners in Dallas