This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · American Funds · Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2019
- Office Locations
- 1
Office Locations
About Carlson Planning Company
Carlson Planning Company is a Mansfield, MA RIA serving families pursuing financial independence, often while raising kids. The firm provides comprehensive, life-event financial planning (including college/529 planning) alongside custom, values- and risk-based portfolio management. Its investment approach emphasizes evidence-based, long-term diversification (primarily ETFs), delivered with ongoing support through a membership model and no asset minimums.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $543.5K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Carlson Planning Company's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Carlson Planning Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES EDWARD CARLSON
Wealth Advisor
- CRD
- #5918427
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,414,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,414,350 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Carlson Planning Company has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.