# Carefree Investment Consulting

> Carefree Investment Consulting is a state-registered investment advisory firm in Carefree, AZ, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2021.

- CRD: 316197
- Filed as: CAREFREE INVESTMENT CONSULTING
- Legal name: Sample, Peter
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carefree, AZ
- Filing period: October 2026
- Form ADV filing dated: September 23, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316197
- AdvisorCensus page: https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197

## Quick answers

**How is Carefree Investment Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), Carefree Investment Consulting reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carefree Investment Consulting located?**
Carefree Investment Consulting's principal office is in Carefree, AZ, according to its Form ADV.

**Is Carefree Investment Consulting registered with the SEC or a state?**
Carefree Investment Consulting is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316197.

**How much does Carefree Investment Consulting manage?**
Carefree Investment Consulting reports $0 in regulatory assets under management in its Form ADV filing dated September 23, 2021.

**Does Carefree Investment Consulting report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316197

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carefree Investment Consulting (CRD 316197): Form ADV filing data as of October 2026.