Cary Beard is a CFP, PFS-designated registered investment advisor at William Madison Advisors, INC., based in Abilene, TX, with 20 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 494 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Investment management fees may be modified based upon individual circumstances, aggregation of accounts, the complexity of services, the portfolio allocation, additional resources required, or at the discretion of the Adviser.
Fee Estimator
Contact
Cary Beard
Location
6452 Central Park Blvd, Abilene, TX, 79606
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cary is the Vice President and Managing Tax Partner at Carter & Beard, PC, a public accounting firm, since 2005. This takes about 10-20% of Cary's time.
Employment History
Current Registrations
William Madison Advisors, INC.
Previous Registrations
Carter Asset Management, INC.
Carter Asset Management, INC.
Carter Asset Management, INC.
Capital Advisory Group, INC.
State Registrations1 state
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