Carr W. Cavender

CAVENDER FINANCIAL PLANNING

SAN DIEGO, CA

CRD#: 7987654

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Professional summary

Carr William Cavender is a registered financial advisor currently at CAVENDER FINANCIAL PLANNING, LLC located in San Diego, California.

Carr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Carr has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carr William Cavender's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2026 - Present

CAVENDER FINANCIAL PLANNING, LLC

RIA

CRD#: 342417

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CAVENDER FINANCIAL PLANNING, LLC

CRD#: 342417 / SEC#:

California

Registered Investment Advisory firm - (6/10/2026 Approved)

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Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(619) 990-2871

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.