About Carson Wealth
Get wealth management and financial advice from Carson Partner's award-winning network of
fiduciary advisors. Let us help you define your why and create a financial plan designed to let
you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in
the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through
its network of more than 460 financial advisors in 190+ offices throughout the country.
See Disclosures
General Information
Firm Start Year
1983
No. of Employees
100-499
Firm CRD#
155344
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000+
Compensation Methods
Based on Assets
Disclosures
Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
FinancialPlanners.net provides referrals to CWM, LLC. FinancialPlanners.net is not a current client of advisor or advisory services. CWM, LLC pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890765/financialplanners-Carson-Wealth-detailed-disclosure.html