Advisor at William Madison Advisors, Inc.
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.
Firm
William Madison Advisors, Inc.
Location
Abilene, TX 79606
Credentials
CFP®, PFS™
Industry experience
20 years
Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.
Based on William Madison Advisors, Inc.
0.95% annually, payable quarterly in advance
Hourly rates vary depending on complexity and circumstances, agreed upon prior to service
Fee-only: Firm is fee-only; does not receive commissions or third-party compensation
6452 Central Park Blvd
Abilene, TX 79606
Texas
William Madison Advisors, Inc.
2018 - Present (8 years)
Carter Asset Management, Inc.
2006 - 2018 (12 years)
Carter & Beard, PC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Abilene, TX
Jon Bos Financial Advisor LLC
CFP®, CPA
Abilene, TX
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CPA and CFP by training, Servant by inclination. Serving people who are hurting has always been my natural instinct, and God-given gift. However, it was during my period of intense grief that my calling crystalized. Simply Human Advisors was built to serve those who are grieving.
ChFC®, Series 63
Abilene, TX
Plan Ahead Financial Management, Inc.
Series 65
Abilene, TX
William Madison Advisors, Inc.
CFP®
Abilene, TX
William Madison Advisors, Inc.
Series 65
Abilene, TX
Plan Ahead Financial Management, Inc.
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