Advisor at Guided Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and LPL Financial. Guided Wealth is a registered investment adviser that manages pooled and institutional mandates as well as discretionary investment management and financial planning for various clients. The firm uses a long-term, fundamental analysis approach with portfolios constructed from low-cost mutual funds, ETFs, and occasionally individual securities, bonds, or alternative investments, while maintaining a relationship with an insurance affiliate for commission-based recommendations.
Based on Guided Wealth, LLC
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Fee-only: Financial planning fees up to $50,000 per year initially, waived after first year if wealth management fee is twice the planning fee
Lantana, TX
Texas
Guided Wealth, LLC
2026 - Present (1 year)
NYLIFE Securities, LLC
2025 - 2026 (1 year)
Unemployed
2025 - 2025 (1 year)
LPL Financial
2024 - 2024 (1 year)
Lincoln Financial Advisors Corporation
2021 - 2024 (3 years)
Strategic Wealth Partners
2017 - 2022 (5 years)
Department of Motor Vehicles
2014 - 2016 (2 years)
University of Connecticut
2013 - 2017 (4 years)
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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