# Michael Carlson

> Michael Carlson is a fee-only financial advisor at Carlson Wealth in Omaha, Nebraska, who holds the CFP, ChFC and PFS credentials. Michael focuses on small business owners and retirement planning. Carlson Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Carlson Wealth
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29.5M across 348 accounts
- **Credentials:** CFP, ChFC, PFS
- **Specialties:** Small business owners, Retirement planning
- **Works with:** Retirees, Founders
- **CRD:** 5928898 (https://adviserinfo.sec.gov/individual/summary/5928898)
- **SEC registration:** Investment adviser representative in AZ, IA, NE, TX
- **Exams passed:** Series 63 (2011), Series 65 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.msc-wealth.com

## Frequently asked questions

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

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

### How does Michael charge for financial advice?

Michael's firm, Carlson Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Michael Carlson based?

Michael Carlson is based in Omaha, Nebraska.

### What does Michael specialize in?

Michael's specialties include small business owners and retirement planning. Michael works with retirees and founders.

### What credentials does Michael Carlson hold?

Michael Carlson holds the CFP, ChFC and PFS credentials.

### Is Michael Carlson registered with the SEC?

Yes. Michael Carlson is registered as an investment adviser representative in AZ, IA, NE and TX (CRD 5928898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carlson Wealth manage?

Carlson Wealth reports $29.5M across 348 accounts in assets under management.

### How do I contact Michael Carlson?

Through Michael's website, www.msc-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5928898): 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://www.msc-wealth.com/): 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.