Advisor at Carbon Collective Investing, 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.
Firm
Carbon Collective Investing, llc
Location
Gaviota, CA
Credentials
Series 65
Industry experience
3 years
CCI Employer program charges up to $150/month plus up to 0.50% per annum of AUM for 3(38) services.
$0 - $5,000: 1.00% annually Over $5,000+: 0.25% annually
Account minimum: $1,000 minimum for CCI Personal accounts using the Funds; $100,000 minimum for custom/bespoke portfolios in CCI Personal; no minimum for CCI Employer Fee-only: Annual wrap fee based on assets under management as per tiered schedule; includes custodian, brokerage, and investment management fees.
Carbon Collective
2022 - Present (4 years)
IronSource
2021 - 2022 (1 year)
Community West Bank
2021 - 2021 (1 year)
Mycase
2020 - 2021 (1 year)
Santa Barbra County
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 63
Solvang, CA
Edward Jones
Series 66
Buellton, CA
Edward Jones
Series 66
Santa Ynez, CA
Edward Jones
Series 63
Buellton, CA
The J R Baker Group
CFP®, Series 63
Solvang, CA
Financial Telesis Company
CFP®, Series 63
Solvang, CA
G.C. Steele & Company
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")