Firm
Carlson Financial Advisory
Liberty Lake, Washington
Fee-only
Carlson Financial Advisory at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $159,000 (assets it manages divided by its 10 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Liberty Lake, Washington |
|---|---|
| Phone | (509) 220-4759 |
Carlson Financial Advisory fees
Carlson Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 281868 |