Adam Bruce Carter
Investment adviser representative at Wealthplan Partners
21 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wealthplan PartnersApr 2025 to now
- Wealthplan Partners dba Waypoint AdvisorsApr 2025 to now
- Adam Carter, Sole ProprietorMar 2020 to now
- Osaic Wealth, Inc.Jan 2007 to now
- Infinite Legacy CorpJun 2006 to now
- Adam B. CarterAug 2005 to now
- Lpf Advisors, LLC dba Waypoint AdvisorsAug 2019 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5268378
- Firm CRD
- 305026