Charles Carroll Financial Partners

Wealth Management Firm in Springfield, VA

Firm Info
Address: 4115 Annandale Rd STE 205, Annandale, VA 22003, USA
Phone: (855) 585-3600

Firm Size
Assets Under Management: $125.3 million
# of Advisors: 1
# of Clients: 54
Client to Advisor Ratio: 54:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Charles Carroll Financial Partners, LLC Overview

At CHARLES CARROLL FINANCIAL PARTNERS, LLC, clients can expect a fee-only approach to investment advice. The firm has been in business since 2021 and is headquartered in beautiful Kingston, MA. This registered investment advisory firm specializes in investment advice only, with a focus on providing financial planning and portfolio management for individuals and small businesses. In addition to investment advice, CHARLES CARROLL FINANCIAL PARTNERS, LLC also offers pension consulting services. Whether you're preparing for retirement or managing your finances in retirement, the firm can assist you in creating a comprehensive pension plan tailored to your needs. With their extensive knowledge and experience, the team at Charles Carroll Financial Partners, LLC is dedicated to helping you achieve your financial goals. With a commitment to providing exceptional service and personalized attention, CHARLES CARROLL FINANCIAL PARTNERS, LLC is the ideal partner for anyone looking to take control of their finances. Whether you're just starting your investment journey or you're a seasoned investor, their team can help guide you along the way. Contact them today to learn more about their services and how they can help you achieve your financial objectives.

CHARLES CARROLL FINANCIAL PARTNERS, LLC serves a broad range of clients, including individuals and high net worth individuals. Depending on a client's specific needs and financial situation, they offer a variety of services with flexible fee structures to suit their unique needs. In terms of fees, clients may opt for a percentage of assets under management (AUM), an hourly rate, or a fixed fee structure. The percentage of AUM fee is calculated as a percentage of the client's total investment portfolio managed by the firm. The hourly fee structure requires the client to pay the firm a set hourly rate for the time spent on the specific financial tasks requested. Lastly, the fixed fee structure is a predetermined flat rate fee agreed upon with the client for the completion of a single financial service, such as a consultation or financial plan development. Clients can choose the fee structure that best suits their specific financial needs and budget constraints. As such, the firm provides high-quality financial solutions tailored to each client's unique requirements to help build and protect their wealth over the long term.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Charles Carroll Financial Partners, LLC, there is no mention of an investment minimum.

How This Office Can Help Springfield, VA Residents

Charles Carroll Financial Partners assists clients in Springfield, VA by providing comprehensive financial planning services tailored to meet their individual needs. With over 20 years of experience in the financial industry, Charles Carroll Financial Partners understands the unique challenges and opportunities that someone living in Springfield, VA might face when it comes to managing their money. For example, many residents in Springfield, VA may be grappling with the high cost of living in the region, and therefore require assistance in finding ways to save and invest their money effectively. Others may be nearing retirement age and need guidance on how to maximize their retirement income and manage their investments during this critical time. Charles Carroll Financial Partners is well-equipped to help clients navigate these and other financial situations, providing personalized advice and recommendations to help them achieve their financial goals.


Services Offered by Charles Carroll Financial Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Charles Carroll Financial Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4115 Annandale Rd STE 205, Annandale, VA 22003, USA
Phone (855) 585-3600
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 17 ROCKY NOOK AVENUE, KINGSTON, MA 2364, United States

This firm has no other locations.

State Registrations

Charles Carroll Financial Partners, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • Virginia

Disciplinary History

Charles Carroll Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.