Carlson Planning Company
Carlson Planning Company (CRD# 300667) is a financial advisory firm headquartered in Mansfield, MA. They manage $3,487,155 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts84ACCOUNTS
-
Average Account Value$41,514
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Carlson Planning Company
1
James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 13 years of experience in the finance industry.
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