# Carson Johnson

> Carson Johnson is a fee-only financial advisor at Peterson Wealth Advisors in Orem, Utah, who holds the CFP credential. Carson charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Peterson Wealth Advisors
- **Based in:** Orem, Utah
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $829.7M across 1,988 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **Works with:** Pre-retirees
- **CRD:** 6665459 (https://adviserinfo.sec.gov/individual/summary/6665459)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2016), Series 66 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.petersonwealth.com

## Frequently asked questions

### Is Carson Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and Peterson Wealth Advisors 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 charges an ongoing planning fee.

### How much does Carson charge?

According to Peterson Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Carson Johnson based?

Carson Johnson is based in Orem, Utah.

### What does Carson specialize in?

Carson's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Carson works with pre-retirees.

### What credentials does Carson Johnson hold?

Carson Johnson holds the CFP credential.

### Is Carson Johnson registered with the SEC?

Yes. Carson Johnson is registered as an investment adviser representative in UT (CRD 6665459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peterson Wealth Advisors manage?

Peterson Wealth Advisors reports $829.7M across 1,988 accounts in assets under management.

### How do I contact Carson Johnson?

Through Carson's website, www.petersonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6665459): 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://petersonwealth.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.