Carolyn Larsen-Wieber
CLW Financial Planning · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
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 | $9.3M across 20 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NC · CRD 5769109 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clwfinancialplanning.com |
| Profile |
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Questions about Carolyn
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.
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
- CLW Financial Planning 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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