CARLSON FINANCIAL ADVISORY, LLC

Overview

Carlson Financial Advisory, LLC is a small independent registered investment adviser that focuses on serving individual and family clients with planning and advisor-selection services. The firm operates as a fee-based adviser, charging either a percentage of assets under management or fixed fees, and describes its investment preference as skewed toward fixed income. Its advisory activities center on financial planning and helping clients select other advisers, while the firm’s business designation also includes accounting services. Investment activity shows a heavy allocation to U.S. government debt instruments and the use of pooled vehicles such as mutual funds rather than a concentrated roster of individual equities or ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices