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John Carr

Advisor at Carr Consulting P.A.

Updated today
Carr Consulting P.A. logo

Firm

Carr Consulting P.A.

Location

San Antonio, TX 78255-2253

Credentials

CFP®, Series 63

Industry experience

18 years

About

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Client services

Based on Carr Consulting P.A.

Financial planning Portfolio management

Expertise

Based on Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Occupation focus

Based on Carr Consulting P.A.

Founder/Business Owner

Fee options

Fixed

$499 fixed fee for Comprehensive Financial Plan

Percentage

1.00% annually

Project-based

$200 hourly fee for Annual Financial Plan Review and Separate Financial Planning Consultations

Other

Account minimum: $10,000

Location

22588 Scenic Loop Rd.

San Antonio, TX 78255-2253

Most active in

Texas

Work history

H.D. Vest Investment Securities, Inc.

1998 - Present (28 years)

Better Business Services Inc.

1983 - Present (43 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edwin P

Series 63, Series 65

Bulverde, TX

ETF Strategies, LLC

Passive / index investing Active portfolio management
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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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Rodrigo D

Series 65, Series 66

San Antonio, TX

Praestantia Capital, LLC

Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner

Douglas R

CFP®

Fair Oaks Ranch, TX

Fair Oaks Financial LLC

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Wealth management General retirement planning Divorced Women Baby Boomers (Born 1946-1964)
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John H

Series 66

San Antonio, TX

JW Hall Financial LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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