A complete list of active advisors currently associated with Carlson Planning Company

Warmer can help you find a great advisor at Carlson Planning Company or one who fits your needs even better.

The firm serves individuals (including high-net-worth clients), small businesses, and retirement plan sponsors with customized financial planning, portfolio management, retirement-plan consulting, and related business or divorce consultation services. It offers both project-based plans and ongoing engagements, and will refer clients to third‑party investment managers when a recommended program or minimums make that appropriate. The firm’s investment approach generally follows Modern Portfolio Theory, favoring broad global diversification implemented principally through low-cost, tax-efficient mutual funds and exchange-traded funds, with active managers used selectively in less efficient markets. Portfolios are constructed around customized investment guidelines that reflect each client’s objectives, time horizon, and risk tolerance, and may be managed on a discretionary or non-discretionary basis. What is distinctive about the firm is its current operational status and billing model: the sole advisor is in the process of winding down advisory operations and is not accepting new clients while existing relationships are being transitioned or closed, and the firm offers an uncommon subscription-style billing for ongoing comprehensive planning that is billed monthly in advance through a third‑party payment processor. The principal also maintains insurance licensure and other outside business activities that can generate non-advisory compensation, which the firm discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at Carlson Planning Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Carlson	Mansfield, MA	12

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