Adam Carter is a registered investment advisor at Wealthplan Partners, based in Venice, FL, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.
Location
415 Commercial Court, Suite D, Venice, FL, 34292
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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 ActivitiesSells Insurance
Adam is a partner providing marketing and administrative assistance for Waypoint Advisors, and also works as a public speaker on basic financial health. He also sells fixed insurance products and dedicates nearly full-time hours as an independent advisor representative for Wealthplan Partners.
Employment History
Current Registrations
Wealthplan Partners
Osaic Wealth, INC.Broker
Previous Registrations
Lpf Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.