Todd Carlson
Carlson Financial Advisory · Liberty Lake, Washington
Todd Carlson is a fee-only financial advisor at Carlson Financial Advisory in Liberty Lake, Washington. Carlson Financial Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Carlson Financial Advisory |
|---|---|
| Based in | Liberty Lake, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.6M across 10 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6117236 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Todd's firm compares
- Carlson Financial Advisory's average account is about $159,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Todd
Is Todd Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Carlson Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Carlson Financial Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Carlson based?
Todd Carlson is based in Liberty Lake, Washington.
Is Todd Carlson registered with the SEC?
Yes. Todd Carlson is registered as an investment adviser representative in WA (CRD 6117236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carlson Financial Advisory manage?
Carlson Financial Advisory reports $1.6M across 10 accounts in assets under management.
How do I contact Todd Carlson?
Contact details aren't on file yet. Search for Carlson Financial Advisory.
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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