CR
CR

Cara Cappetto Reynolds

13 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
156 clients
Average Client Portfolio
$28.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Investment management only
One-Time Plan:$1,000 - $150,000
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Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cara provides administrative support for Sean Waggoner at Alliant Retirement Services, LLC, and is also Vice President, meeting with employers to discuss retirement plans. Cara also owns Reynolds Relics, LLC, a clothing reseller, dedicating minimal time to obtaining, cleaning, restoring, and listing vintage clothing.

Employment History
Current Registrations
Alliant Retirement Consulting
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
July 2017 - July 2025 · 8 yrs
LPL Financial LLCBroker
March 2012 - August 2017 · 5 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.