Dtcarson Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“In special circumstances it may be offered on an hourly basis at a rate of $175.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$1,500⁠-⁠$3,500

“The fixed fee can range between $1,500.00 and $3,500.00.”

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

How Dtcarson Asset Management bills

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

• “An account may be terminated with written notice at least one month in advance.”
• “If hourly basis is chosen, an estimated fee will be provided with half of the estimate fee due upon signing the financial planning agreement, and the remainder due upon delivery of the financial plan.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, DTC will not bill an amount above $500.00 more than 6 months in advance.”

How Dtcarson Asset Management’s fees compare

• Its hourly rate of $175 is below the Florida median of $288. 11% of the 372 other Florida planners that publish an hourly rate charge less.
• 4 of the 20 other planners in Tampa that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Dtcarson Asset Management

• Principal: David Carson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

1.5% a year

Minimum

No minimum stated in brochure

Clients

7

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$550,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285715

Website

dtcarsonam.com (opens in new tab)

Phone

(310) 804-5251

Can advise clients in 2 states: California, Florida

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

Compare all 57 planners in Tampa