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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Vital radialVertex frontier +more
- 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.
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Owner & Executives
JAMES EDWARD CARLSON
Chief Compliance Officer, Financial Planner, Manager
- CRD
- #5918427
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,414,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,414,350 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,414,350
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,313,998,443 | 32.5% |
| Cash | $1,766,822,522 | 43.7% |
| Public Funds | $962,251,167 | 23.8% |
| Total | $4,043,072,132 | 100.0% |