Michael Carlson
Carlson Wealth · Omaha, Nebraska
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.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Carlson Wealth |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $29.5M across 348 accounts |
| Credentials | CFP · ChFC · PFS |
| SEC registration | Investment adviser representative in AZ, IA, NE, TX · CRD 5928898 |
| Exams passed | Series 63 (2011) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.msc-wealth.com |
| Profile |
How Michael's firm compares
- Carlson Wealth's average account is about $85,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Michael
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.
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
- Carlson 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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