James Carlson
Carlson Planning Company · Mansfield, Massachusetts
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.
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Facts
| Firm | Carlson Planning Company |
|---|---|
| Based in | Mansfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $11.4M across 66 accounts |
| SEC registration | Investment adviser representative in MA, RI, TX · CRD 5918427 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.carlsonplanning.co |
| Profile |
How James's firm compares
- Carlson Planning Company's average account is about $173,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about James
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.
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
- 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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