# Carolyn Larsen-Wieber

> Carolyn Larsen-Wieber is a fee-only financial advisor at CLW Financial Planning in Raleigh, North Carolina, who holds the PFS credential. Carolyn charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/carolyn-larsen-wieber/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CLW Financial Planning
- **Based in:** Raleigh, North Carolina
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $9.3M across 20 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning
- **Works with:** Mid-life transitions, Divorced individuals
- **CRD:** 5769109 (https://adviserinfo.sec.gov/individual/summary/5769109)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.clwfinancialplanning.com

## Frequently asked questions

### Is Carolyn Larsen-Wieber a fee-only financial advisor?

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

### How does Carolyn charge for financial advice?

Carolyn charges a percentage of assets and a one-time planning fee.

### How much does Carolyn charge?

According to CLW Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Carolyn Larsen-Wieber based?

Carolyn Larsen-Wieber is based in Raleigh, North Carolina.

### What does Carolyn specialize in?

Carolyn's specialties include retirement planning. Carolyn works with mid-life transitions and divorced individuals.

### What credentials does Carolyn Larsen-Wieber hold?

Carolyn Larsen-Wieber holds the PFS credential.

### Is Carolyn Larsen-Wieber registered with the SEC?

Yes. Carolyn Larsen-Wieber is registered as an investment adviser representative in NC (CRD 5769109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CLW Financial Planning manage?

CLW Financial Planning reports $9.3M across 20 accounts in assets under management.

### How do I contact Carolyn Larsen-Wieber?

Through Carolyn's website, www.clwfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5769109): 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
- The firm's website (https://www.clwfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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