Disclosures

Registration

Carr Consulting P.A. is a Registered Investment Adviser. [Confirm: SEC- or state-registered, and the state(s) of registration.] Registration does not imply a certain level of skill or training. You can review the firm's registration on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Form ADV & Fee Schedule

Our Form ADV Part 2 firm brochure describes our services, fees, conflicts of interest, and business practices. Our Fee Schedule describes how advisory fees are calculated and billed. We deliver Form ADV Part 2 before you enter into an advisory agreement; if it was not delivered at least 48 hours beforehand, you may terminate the agreement without penalty within five business days of signing.

Not investment, tax, or legal advice

The information on this website is provided for general informational purposes only and does not constitute investment, tax, accounting, or legal advice, nor an offer or solicitation to buy or sell any security in any jurisdiction where we are not registered or exempt from registration. Advice is provided only under a written advisory agreement and based on your specific circumstances.

No guarantee of results; hypothetical & illustrative content

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no guarantee has been made that any investment objective will be achieved. Any charts, allocations, or figures shown on this website are illustrative only, do not represent any actual client account, and are not a projection or guarantee of future results.

Scope of our fiduciary duty

As your investment adviser, Carr Consulting P.A. acts as a fiduciary with respect to the advisory services provided under your advisory agreement. Tax, bookkeeping, payroll, and valuation services provided by our affiliated firms are separate engagements and are not subject to the Investment Advisers Act fiduciary standard. [Confirm scope with compliance.]

Third-party links

Links to third-party websites (for example, our scheduling provider or custodian) are provided for convenience. We are not responsible for the content or privacy practices of third-party sites.

Contact

Carr Consulting P.A. — Investment Advisors
22588 Scenic Loop Road, San Antonio, Texas 78255-2253
863-602-1274 · info@carrconsultingpa.com