Firm
Carlson Investments
Concord, New Hampshire
Fee-only
Carlson Investments at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 8 advisors are listed here; 1 of 8 hold the CFA.
- Its Form ADV reports 14 employees and 350 individual clients, 107 of them high net worth.
- Its average account is about $824,000 (assets it manages divided by its 893 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Concord, New Hampshire |
|---|---|
| Website | carlsoninvest.com |
| Phone | (603) 224-5977 |
Carlson Investments fees
Carlson Investments 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 |
|---|---|
| Assets managed | $736 million |
| Individual clients | 243 |
| High-net-worth clients | 107 |
| Accounts managed | 893 |
| Employees | 14 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-34606) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 105729 |