# James Carlson

> James Carlson is a fee-only financial advisor at Carlson Planning Company in Mansfield, Massachusetts. Carlson Planning Company reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-carlson-5918427/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Carlson Planning Company
- **Based in:** Mansfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Subscription; Fixed fees
- **Assets under management (firm):** $11.4M across 66 accounts
- **CRD:** 5918427 (https://adviserinfo.sec.gov/individual/summary/5918427)
- **SEC registration:** Investment adviser representative in MA, RI, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.carlsonplanning.co

## Frequently asked questions

### Is James Carlson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Carlson Planning Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Carlson Planning Company, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.

### Where is James Carlson based?

James Carlson is based in Mansfield, Massachusetts.

### Is James Carlson registered with the SEC?

Yes. James Carlson is registered as an investment adviser representative in MA, RI and TX (CRD 5918427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carlson Planning Company manage?

Carlson Planning Company reports $11.4M across 66 accounts in assets under management.

### How do I contact James Carlson?

Through James's website, www.carlsonplanning.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5918427): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.