# Carter Asset Management
Source: https://planprovider.pro/provider/carter-asset-management

> Tax planning is a core part of Carter Asset Management’s advisory work, which often matters for retirement plan decisions. Headquartered in Abilene in West T…

Retirement Plan Advisor

Abilene, TX

## About Carter Asset Management

<p>Tax planning is a core part of Carter Asset Management’s advisory work, which often matters for retirement plan decisions. Headquartered in Abilene in West Texas, the firm works with clients across the state and beyond.</p>

<p>Founded in 1983, Carter Asset Management is an SEC-registered investment adviser. In addition to investment management, the firm provides financial planning, accounting support, and tax services alongside portfolio construction and ongoing portfolio monitoring.</p>

<p>For retirement plans, Carter Asset Management offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, providing investment guidance and recommendations to plan sponsors. A key differentiator is the firm’s in-house mix of investment advice with tax and accounting work, which helps align plan and participant decisions with broader financial planning.</p>

<p>As of 2026, the firm reports $0.1B in assets under management.</p>

<ul>
<li>SEC-registered investment adviser founded in 1983</li>
<li>Headquarters: Abilene, serving West Texas and clients nationwide</li>
<li>Retirement plan support: 3(21) fiduciary investment advice</li>
<li>Services include investment advisory, financial planning, accounting, and tax services</li>
</ul>

Website: [https://www.carterfinancialgroup.com/services/asset-management](https://www.carterfinancialgroup.com/services/asset-management)

Founded: 1983

## Office Locations

- Abilene, TX (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $100.0M

## Other Retirement Plan Advisors in TX

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Goldman Sachs](https://planprovider.pro/provider/goldman-sachs) - New York, NY

- [Tfo-tdc, LLC](https://planprovider.pro/provider/tfo-tdc-llc) - Maumee, OH

- [Hibernia Wealth Partners, LLC](https://planprovider.pro/provider/hibernia-wealth-partners-llc) - Baton Rouge, LA

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN

- [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/carter-asset-management)

&copy; 2026 PlanProvider.Pro