Carrie Beren is a CFP-designated registered investment advisor at Wbh Advisory, INC., based in Baltimore, MD, with 17 years of industry experience. Carrie 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 746 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WBH Advisory charges a fee based on a percentage of the assets they manage. For new clients, this fee ranges from 0.45% to 1.2% per year, depending on various factors. For clients who engaged WBH prior to January 1, 2026, fees can range from 0.10% to 1.75% per year. WBH may charge a higher advisory fee for the equity than fixed income portions of certain client portfolios. There is a minimum quarterly advisory fee of $1,500 for new clients.
Location
Baltimore, MD
Get directionsHistory
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
Carrie is the manager of Malvern Stonebridge LLC, a family LLC for estate planning purposes, since 2019. This activity requires minimal time.
Employment History
Current Registrations
Wbh Advisory, INC.
Previous Registrations
Congress Wealth Management LLC
Pinnacle Advisory Group, INC.
Bb&t Investment Services, INC.
Durbin Financial Advisors, INC.
State Registrations2 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.