Carman Kubanda
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Equity Compensation, HENRYs (High Earners, Not Rich Yet)
Holistic Financial, Tax, Estate, Business Planning from a boutique firm.
Services
- 401(k) & IRA Management
- Asset Allocation
- Charitable Giving
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Subscription — $500 monthly
- One-Time Planning Fee — $1,500–$5,000 one-time
- AUM-Based Fee — 0.5%–0.9% of AUM
Reviews
Daniel Ladd
5 stars
2025-09-04T20:45:42.397+00:00
After working with dozens of financial advisors throughout my career, I've found it rare to encounter someone who operates with genuine integrity and takes a truly comprehensive approach to their clients' success. Most advisors focus solely on the areas where they earn commissions, but finding someone willing to go the extra mile—even when there's no direct financial benefit to them—is exceptional. This kind of advisor doesn't just manage one piece of your financial puzzle; they ensure you're properly positioned across all fronts of your wealth-building strategy.