Carlson Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carlson Wealth serves individual and high-net-worth clients as well as retirement-plan sponsors, offering asset management, written financial planning (full and modular plans), and both fiduciary consulting and discretionary fiduciary management for retirement plans. The firm also provides participant education and group enrollment meetings for plan participants and implements investment management through separate accounts held at qualified custodians.
The firm’s investment approach is rooted in Modern Portfolio Theory and a long-term, buy-and-hold orientation implemented primarily with diversified mutual funds and ETFs and model portfolios, with periodic rebalancing and at least annual account reviews. Carlson Wealth tailors services to individual needs, managing accounts on a discretionary basis when authorized and offering complimentary financial planning to clients receiving asset management who meet a $50,000 assets-under-management threshold.
A distinguishing feature is that Carlson Wealth is wholly owned by an accounting firm, Carlson Tax and Accounting, LLC, reflecting an uncommon affiliation that supports integrated tax and accounting referral opportunities while also creating disclosed potential conflicts of interest. The firm is a solo-practitioner adviser and places an uncommon emphasis on educational outreach for retirement-plan clients (participant education and group enrollment workshops), a combination of size, ownership structure, and seminar-focused plan services that differentiates it from many peers.
Client services
Expertise
Fee options
$0 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $1,499,999: 0.90% $1,500,000 - $2,999,999: 0.80% $3,000,000+: 0.70%
$180 per hour for financial planning services
Main office
11128 John Galt Blvd., Suite 125
Omaha NE 68137
Advisors at this office
1
Most active in
Arizona · Iowa · Nebraska · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)