Initial financial plans start at $5,000, but the fee is negotiable. Hourly fees for specialized analysis range from $100 to $450.
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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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 →Deborah does business as Carter Financial Management as an independent contractor, but this role has no responsibilities and takes minimal time. She also volunteers at The Family Place, occasionally teaching a basic personal finance course, dedicating a few hours per week.