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Credentials
Series 65
Experience Industry experience
2 years
Location
Carey, ID
C.S Wealth LLC
Independent
Total advisors
1Clients per advisor
35 HighAvg AUM per client
$33,550 Very LowHNW client ratio
6% LowCarson Simpson is a financial advisor at C.S Wealth LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at C.S Investments LLC, Dusty's Electric, Inc., Simpson Brothers LLC, and Carey Public Schools. Outside of advising, he works part-time as a CDL driver and a ranch manager. C.S Wealth LLC offers investment management, financial planning, business consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a long-term investment approach based on fundamental analysis, utilizing low-cost diversified mutual funds and ETFs alongside individual securities when appropriate, and incorporates third-party artificial intelligence tools for research and risk monitoring.
Based on C.S Wealth LLC
Based on C.S Wealth LLC
Financial planning fixed fees range up to $6,000; business consulting fixed fees range up to $15,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,999,999: 0.65% annually $3,000,000+: 0.25% annually
Ongoing financial planning fees up to $1,000 per month; ongoing business consulting fees up to $2,000 per month; retirement plan advisory fees up to 1.00% annually, billed quarterly in advance.
Carey, ID
Carey ID
Advisors at this office
1
Idaho · Utah
2 years of industry experience
C.S Investments LLC
2024 - Present • 2 years
Carey, ID
Dusty's Electric, Inc.
2018 - 2025 • 7 years
Carey, ID
Simpson Brothers LLC
2016 - 2025 • 9 years
Carey, ID
Carey Public Schools
2014 - 2020 • 6 years
Carey, ID
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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