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 →Joseph presents the firm's name to the public as Carter Financial Management and has no responsibilities associated with this role. He also volunteers with Catholic Charities Dallas and is an Education Committee Member for the Financial Planning Association, dedicating a few hours per week to each.