Carson Sanford
Delta Wealth Solutions · North Kansas City, Missouri
Carson Sanford is a fee-only financial advisor at Delta Wealth Solutions in North Kansas City, Missouri, who holds the CFP and CFA credentials. Delta Wealth Solutions reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Delta Wealth Solutions |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $105.8M across 346 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, KS, MO, TX · CRD 6262578 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.deltawealthsolutions.com |
| Profile |
How Carson's firm compares
- Delta Wealth Solutions's average account is about $306,000, from its Form ADV (assets managed divided by 346 accounts).
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Questions about Carson
Is Carson Sanford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and Delta Wealth Solutions 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, Delta Wealth Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Carson Sanford based?
Carson Sanford is based in North Kansas City, Missouri.
What credentials does Carson Sanford hold?
Carson Sanford holds the CFP and CFA credentials.
Is Carson Sanford registered with the SEC?
Yes. Carson Sanford is registered as an investment adviser representative in IL, KS, MO and TX (CRD 6262578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delta Wealth Solutions manage?
Delta Wealth Solutions reports $105.8M across 346 accounts in assets under management.
How do I contact Carson Sanford?
Through Carson's website, www.deltawealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kansas City
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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