Carson Greene
Financial Consultants Group · Cumming, Georgia
Carson Greene is a fee-only financial advisor at Financial Consultants Group in Cumming, Georgia. Financial Consultants Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Consultants Group |
|---|---|
| Based in | Cumming, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $188.2M across 577 accounts |
| SEC registration | Investment adviser representative in GA · CRD 8228223 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | financialconsultantsgroup.net |
How Carson's firm compares
- Financial Consultants Group's average account is about $326,000, from its Form ADV (assets managed divided by 577 accounts).
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Questions about Carson
Is Carson Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and Financial Consultants Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carson charge for financial advice?
Carson's firm, Financial Consultants Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carson Greene based?
Carson Greene is based in Cumming, Georgia.
Is Carson Greene registered with the SEC?
Yes. Carson Greene is registered as an investment adviser representative in GA (CRD 8228223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Consultants Group manage?
Financial Consultants Group reports $188.2M across 577 accounts in assets under management.
How do I contact Carson Greene?
Through Carson's website, financialconsultantsgroup.net.
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
- 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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