# Carla Simpson

> Carla Simpson is a fee-only financial advisor at Premier Financial Group in Eureka, California. Premier Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carla-simpson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Premier Financial Group
- **Based in:** Eureka, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $819.9M across 1,362 accounts
- **CRD:** 4805864 (https://adviserinfo.sec.gov/individual/summary/4805864)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2006)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.premierfinancial.com

## Frequently asked questions

### Is Carla Simpson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carla holds no broker registration, and Premier Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carla charge for financial advice?

Carla's firm, Premier Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carla Simpson based?

Carla Simpson is based in Eureka, California.

### Is Carla Simpson registered with the SEC?

Yes. Carla Simpson is registered as an investment adviser representative in CA (CRD 4805864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Premier Financial Group manage?

Premier Financial Group reports $819.9M across 1,362 accounts in assets under management.

### How do I contact Carla Simpson?

Through Carla's website, www.premierfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4805864): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.