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
Po Box 812, Mansfield, MA 02048
https://www.instagram.com/carlsonplanning/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Carlson Planning Company
Showing 1 - 1 of 1 top financial advisors.
1
James Carlson, financial advisor Mansfield MA
James E. Carlson
CRD#: 5918427
Mansfield, MA

James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals