Carl Christensen
Avion Wealth · Columbus, Texas
Carl Christensen is a fee-only financial advisor at Avion Wealth in Columbus, Texas. Carl focuses on founders (pre-exit), pension planning and retirement planning. Avion Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Tech employees
Facts
| Firm | Avion Wealth |
|---|---|
| Based in | Columbus, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $984.6M across 1,702 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5306045 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | avionwealth.com |
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Questions about Carl
Is Carl Christensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Avion Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Avion Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carl Christensen based?
Carl Christensen is based in Columbus, Texas.
What does Carl specialize in?
Carl's specialties include founders (pre-exit), pension planning, retirement planning, estate & legacy planning and small business owners. Carl works with executives, founders and tech employees.
Is Carl Christensen registered with the SEC?
Yes. Carl Christensen is registered as an investment adviser representative in TX (CRD 5306045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avion Wealth manage?
Avion Wealth reports $984.6M across 1,702 accounts in assets under management.
How do I contact Carl Christensen?
Through Carl's website, avionwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Avion Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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