Firm
Carlson Wealth
Omaha, Nebraska
Fee-only
Carlson Wealth at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 191 individual clients, 16 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 348 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | msc-wealth.com |
| Phone | (402) 999-7513 |
Carlson Wealth fees
Carlson Wealth 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 · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 175 |
| High-net-worth clients | 16 |
| Accounts managed | 348 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 318362 |