Carla Simpson
Premier Financial Group · Eureka, California
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.
Request an introduction to Carla →
Facts
| Firm | Premier Financial Group |
|---|---|
| Based in | Eureka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $819.9M across 1,362 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4805864 |
| Exams passed | Series 65 (2006) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.premierfinancial.com |
| Profile |
How Carla's firm compares
- Premier Financial Group's average account is about $602,000, from its Form ADV (assets managed divided by 1,362 accounts).
Request an introduction to Carla
Tell Carla a little about what you're looking for. Carla isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Carla
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eureka
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
- 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.
See something wrong? Request a correction. Read our methodology.