Carshon Rodgers
Indelible Wealth Group · Berthoud, Colorado
Carshon Rodgers is a fee-only financial advisor at Indelible Wealth Group in Berthoud, Colorado. Carshon focuses on retirement planning and family wealth transfer. Indelible Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Carshon →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Indelible Wealth Group |
|---|---|
| Based in | Berthoud, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $156.0M across 486 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4008290 |
| Exams passed | Series 63 (2000) · Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | indeliblewealth.com |
| Profile |
How Carshon's firm compares
- Indelible Wealth Group's average account is about $321,000, from its Form ADV (assets managed divided by 486 accounts).
Request an introduction to Carshon
Tell Carshon a little about what you're looking for. Carshon 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 Carshon
Is Carshon Rodgers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carshon holds no broker registration, and Indelible Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carshon charge for financial advice?
Carshon's firm, Indelible Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carshon Rodgers based?
Carshon Rodgers is based in Berthoud, Colorado.
What does Carshon specialize in?
Carshon's specialties include retirement planning and family wealth transfer. Carshon works with multi-generational families.
Is Carshon Rodgers registered with the SEC?
Yes. Carshon Rodgers is registered as an investment adviser representative in CO (CRD 4008290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Indelible Wealth Group manage?
Indelible Wealth Group reports $156.0M across 486 accounts in assets under management.
How do I contact Carshon Rodgers?
Through Carshon's website, indeliblewealth.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
- Indelible Wealth Group 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.
See something wrong? Request a correction. Read our methodology.