Broker Check

Fee-Only Investment Management 

"For The Past 25 Years We've Provided Access To A More Efficient Way To Invest"

Carr  Wealth Management, LLC, is an independent, fee-only Registered Investment Advisory Firm located in Pleasanton, CA . Anthony B. Carr, CPA, CFP®, has managed investments independently in the Tri-Valley since 1999. We manage investment portfolios for clients who seek objective, low-cost, and tax-efficient solutions from an experienced fiduciary. Our philosophy has always been fueled by academic evidence and straightforward common sense. 

* Independent Fiduciary

 We believe acting in the clients best interest should not be choice when it comes to managing financial assets. The compliance with the fiduciary rule of "always acting in the client's best interests" cannot be fully adopted if agreements with proprietary product-selling companies and participation in contests to win prizes and awards exist. 

* Tax Expertise

Investment decisions along with planning strategies share a common concern – taxes. The company owner, Anthony B. Carr, CPA, CFP®, has been an active Certified Public Accountant for 36 years. Although the firm does not prepare tax returns, the tax expertise can add significant value to the investing and planning decisions that you make in your future.

 Fee-Only Service

Our compensation is derived from a fee-only cost structure which provides a working incentive for both the company and the client to invest and plan effectively. We do not receive commissions or any income other than fee-only compensation from planning and investment management. 

* Custodian

 Carr Wealth Management, LLC, uses Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the the custody, trading, and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. 

Rollovers and Transfers

We Can Help With Converting Your 401(K) and 403(B) Retail Investments To Institutional Low-Cost, Tax-Efficient Investments. 

Learn more

Frequently Asked Questions

A Brief Summary Of Our Firm's Services is Available Through a List Of Common Questions To Help You Learn About Our Company.

Learn more

Our Philosophy

We Are Committed To Remain Focused On The Benefits Of Long-Term Disciplined Investing.

Learn more

Market Review 2023

Provides a high-level summary of global market performance in 2023.

Distribution of US Stock Market Returns

Distribution of US Stock Market Returns

View One-Page Summary
The Cost of Trying To Time The Market

The Cost of Trying To Time The Market

View One-Page Summary
Think Twice about Chasing the Biggest Stocks

Think Twice about Chasing the Biggest Stocks

View One-Page Summary

Recognizing Dimensional Fund Advisors (DFA) - Our Mutual Fund & ETF Provider

Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. Our firm has used almost exclusively DFA funds since 2002. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.

“Dimensional is known for its roots in academic research on factor investing, particularly involving value investing, and its tendency to favor smaller companies that are highly profitable,” the outlet noted. “As such, the firm sidestepped the meltdown in mega cap growth names and companies with few, if any, profits.”

Barron’s also commented on how Dimensional keeps close tabs on equity premiums through daily price information. The firm’s managers watch for buying opportunities when growth stocks fall into value territory, and they also rely on factors such as momentum to help determine if it’s time to buy.

Dimensional is No. 17 on Barron’s “5-year Ranking” of fund families and No. 7 on its 10-year list, the longest time horizon included.

“While nobody can control markets, we can control how we harness them,” said Bryce Skaff, Co-Head of the firm’s Global Client Group. “We’ve taken a consistent approach to designing and managing investment portfolios for more than 40 years. We’ll continue to pursue long-term drivers of expected returns so we can work toward delivering reliable outcomes for our clients and investors.”

To read the full article, click here.

Investment products offered through Carr Wealth Management, LLC, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

Have a Question?

Thank you!