Carson Simpson
C.S. Wealth · Carey, Idaho
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $1.2M across 65 accounts |
| SEC registration | Investment adviser representative in ID, UT · CRD 7838694 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cswealth.llc |
| Profile |
How Carson's firm compares
- A one-time plan starts at $2,500, above the US median of $2,000 for fee-only firms that publish prices.
- C.S. Wealth's average account is about $18,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Carson
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.
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
- C.S. Wealth 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.
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