Carlson Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides advisory services to individual and high‑net‑worth clients and operates with a small client base. Its services focus on portfolio analysis (a portfolio “MRI” report) and directing clients to a third‑party manager that implements investments primarily through mutual funds.
The firm’s approach references modern portfolio theory and a long‑term investment orientation, but it does not maintain trading discretion over client accounts and instead refers clients to an outside adviser to implement and trade the portfolios. It conducts due diligence on recommended managers, reviews their ongoing performance, and relies on custodians to deliver account statements and reporting to clients.
The firm is led by an accountant and maintains an affiliation with an accounting/valuation practice, and the adviser may provide accounting‑related services alongside investment advice — a relationship disclosed as a potential conflict of interest. Compared with peers, the firm is uncommon among independent advisers in that its assets are largely non‑discretionary and client allocations are routed to a single third‑party mutual fund provider rather than being actively traded or managed in‑house.
Client services
Expertise
Fee options
$250 for Portfolio Analysis (MRI) service
1.00% annually
Main office
23403 E. Mission Avenue, Suite 200 F
Liberty Lake WA 99019
Advisors at this office
1
Most active in
Washington
Also doing business as
Carlson Financial · Carlson Financial Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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