# Carson Simpson

> Carson Simpson is a fee-only financial advisor at C.S. Wealth in Carey, Idaho. Carson charges a flat fee or retainer and a one-time planning fee (one-time plans from $2,500) and focuses on founders (pre-exit) and small business owners.

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

## Facts

- **Firm:** C.S. Wealth
- **Based in:** Carey, Idaho
- **Fee model:** Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.2M across 65 accounts
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 7838694 (https://adviserinfo.sec.gov/individual/summary/7838694)
- **SEC registration:** Investment adviser representative in ID, UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.cswealth.llc

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and C.S. Wealth 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 a flat fee or retainer and a one-time planning fee.

### How much does Carson charge?

According to C.S. Wealth's website, checked October 30, 2026: one-time plans from $2,500.

### Where is Carson Simpson based?

Carson Simpson is based in Carey, Idaho.

### What does Carson specialize in?

Carson's specialties include founders (pre-exit) and small business owners. Carson works with founders.

### Is Carson Simpson registered with the SEC?

Yes. Carson Simpson is registered as an investment adviser representative in ID and UT (CRD 7838694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does C.S. Wealth manage?

C.S. Wealth reports $1.2M across 65 accounts in assets under management.

### How do I contact Carson Simpson?

Through Carson's website, www.cswealth.llc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7838694): 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://cswealth.llc/): 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.