Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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 Series 65-licensed financial advisor with two years of industry experience, currently operating as the sole advisor at C.S Wealth LLC. His prior work includes roles at C.S Investments LLC, Dusty's Electric, Inc., Simpson Brothers LLC, and Carey Public Schools. Outside of his advisory work, he is involved in ranch management. C.S Wealth LLC provides investment advisory and financial planning services to individuals and high net worth clients, including retirement plan advisory and business consulting. The firm manages diversified portfolios with a long-term focus, utilizing fundamental analysis and supplemented by third-party artificial intelligence tools, while offering ERISA-focused plan services uncommon among independent advisors.
Based on C.S Wealth LLC
Based on C.S Wealth LLC
Fixed fees for financial planning and business consulting engagements as outlined above.
$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.
Fee-only: Fixed financial planning fees range from $500 to $6,000; ongoing financial planning fees from $50 to $1,000 per month; fixed business consulting fees range from $2,500 to $15,000; ongoing business consulting fees from $75 to $2,000 per month.
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
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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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