Carlson Planning Company fees and pricing
Financial planner in Mansfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Carlson Planning Company charges a flat or project fee of $300, a monthly fee of $100-$750, and an annual fee of $1,200-$9,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $300
“We assess a fixed fee for our financial planning engagements that range from $300 (our minimum) to $3,000.”
- Monthly fee
- $100-$750/mo
“This fee ranges from $1,200 to $9,000 annually ($100 to $750 per month), billed monthly in advance.”
- Annual fee
- $1,200-$9,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Carlson Planning Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members, as well as centers of influence.”
- “Our advisory fees are to be paid by check or draft from US-based financial institutions..”
- “Fees for this service may be paid by electronic funds transfer, check, or credit card.”
How Carlson Planning Company’s fees compare
- Its flat or project fee of $300 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- Its annual fee of $1,200-$9,000 spans the Massachusetts median of $8,250. 27% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Carlson Planning Company
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $11,414,350
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300667
- Phone
- (508) 399-1887
Can advise clients in 2 states: Massachusetts, Rhode Island
Other planners in Mansfield that publish fees
- Copper Beech Wealth ManagementMansfield$5,000-$10,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.