Carson Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“Explicit hourly engagements do not exceed $1,000 per hour; billable time includes preparation, research, meeting time, and follow-up work.”

Flat or project fee

$50,000

“A fixed-fee engagement does not exceed $50,000 and covers preparation, meeting time, and written follow-up.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carson Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees are negotiable and are set out in each Client’s Client Advisory Agreement or, for retirement plan engagements, the Retirement Plan Agreement.”
• “Onboarding Fee For ongoing advisory engagements, the Advisor charges a one-time onboarding fee, payable upon execution of the Agreement.”
• “The ongoing advisory fee is billed monthly in arrears.”

How Carson Capital’s fees compare

• Its hourly rate of $1,000 is above the Minnesota median of $263. 99% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 3 of the 3 other planners in St. Louis Park that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the Minnesota median of $5,250. 94% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in St. Louis Park that publish a flat or project fee charge less.

About Carson Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$18,682,354

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314563

Website

instagram.com/carson.capital (opens in new tab)

Phone

(615) 558-4280

Can advise clients in 2 states: Minnesota, Tennessee

Other planners in St. Louis Park that publish fees

• Affiance Financial LLCSt. Louis Park$500⁠-⁠$25,000
• Captar Private WealthSt. Louis Park$500⁠-⁠$100,000
• Guardian Wealth Advisors, LLCSt Louis Park$325/hr
• Hauge Wealth Management, LLCSt. Louis Park$10,000
• Heartworth Financial LLCSt Louis Park$350/hr, $600⁠-⁠$1,200
• Secured Retirement Advisors, LLCSt Louis Park$500/hr, $500⁠-⁠$25,000

Compare all 8 planners in St. Louis Park