# Russell Carlson

> Russell Carlson is a fee-only financial advisor at ARIA Wealth Management in Dunwoody, Georgia. Russell focuses on retirement planning, estate & legacy planning and tax planning. ARIA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** ARIA Wealth Management
- **Based in:** Dunwoody, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $130.0M across 570 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Tech employees, Mid-life transitions, Divorced individuals
- **CRD:** 2876261 (https://adviserinfo.sec.gov/individual/summary/2876261)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.ariawm.com

## Frequently asked questions

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

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

### How does Russell charge for financial advice?

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

### Where is Russell Carlson based?

Russell Carlson is based in Dunwoody, Georgia.

### What does Russell specialize in?

Russell's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Russell works with retirees, pre-retirees, tech employees, mid-life transitions and divorced individuals.

### Is Russell Carlson registered with the SEC?

Yes. Russell Carlson is registered as an investment adviser representative in GA (CRD 2876261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ARIA Wealth Management manage?

ARIA Wealth Management reports $130.0M across 570 accounts in assets under management.

### How do I contact Russell Carlson?

Through Russell's website, www.ariawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2876261): 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://ariawm.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.