# Carrington Financial Planning, LLC

Carrington Financial Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/carringtonfp

## Regulatory record

- **CRD number:** 156554
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156554

## About

Carrington Financial Planning, LLC is a state-registered investment adviser. The firm manages approximately $20 million in regulatory assets under management, with $2 million managed on a discretionary basis. It employs 1 employee and 1 investment adviser.

## Questions

### Is Carrington Financial Planning, LLC a registered investment advisor?

Yes. Carrington Financial Planning, LLC is registered as an investment advisor under the Investment Advisers Act of 1940. This registration requires the firm to adhere to fiduciary standards and file periodic disclosures with the Securities and Exchange Commission (SEC). Specific details of the firm’s registration can be verified via the SEC’s Investment Adviser Public Disclosure (IAPD) database.

### Does Carrington Financial Planning, LLC manage institutional capital or only individual wealth?

Based on public records, Carrington Financial Planning, LLC operates as an RIA serving individuals and families. There is no indication of institutional client mandates such as pension funds, endowments, or foundations. The firm’s stated focus on financial planning aligns with a retail clientele rather than institutional investment management.

### Where can I verify Carrington Financial Planning, LLC’s registration and disciplinary history?

The SEC’s Investment Adviser Public Disclosure (IAPD) website at advisorinfo.sec.gov allows the public to search for any registered RIA by name. This database includes the firm’s Form ADV filing, which details advisors, fees, custody arrangements, and any disciplinary actions. As of the latest data, no public disciplinary events are associated with Carrington Financial Planning, LLC.

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Last updated: 2026-08-14T12:30:00.000Z

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