CARLSON PLANNING COMPANY

CARLSON PLANNING COMPANY is an SEC-registered investment adviser (CRD 300667). Regulatory assets under management: $11.4M.

Registration

• CRD: 300667
• Type: Registered investment adviser
• Phone: 508-399-1887
• Latest filing: 2026-03-31
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search