Firm
Carson Capital
St. Louis Park, Minnesota
Fee-only
Carson Capital at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 38 individual clients, 7 of them high net worth.
- Its average account is about $104,000 (assets it manages divided by its 179 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | St. Louis Park, Minnesota |
|---|---|
| Website | myshortestpath.com |
| Phone | (615) 558-4280 |
Carson Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| One-time plan | From $149 |
| Account minimum | None |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"INVEST (ongoing service ) $150 Minimum monthly fee." source
"COURSES + COACHING (one-time services) Starting at $149" source
"No long-term contracts. Cancel anytime. No investment minimums." source
"INVEST (ongoing service ) $150 Minimum monthly fee. No investment minimums." source
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 · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 31 |
| High-net-worth clients | 7 |
| Accounts managed | 179 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 10, 2026 |
| SEC record | CRD 314563 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Castle Rock Financial Planning, Inc. · Mendota Heights
- Celadon Managed Wealth · Plymouth
- Clerestory Advisors, Inc. · Bloomington
- Colleen Weber CPA · Chanhassen
- Compass Capital Management · Minneapolis
- Compass Private Wealth Consulting · Prior Lake
- Cookson Financial · Excelsior
- Cordis Financial · Minneapolis