Carlson Planning Company

Overview

Carlson Planning Company is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s stated advisory activities center on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, which positions it as a capital allocator as well as a direct manager of client portfolios. Fee arrangements include a mix of percentage of AUM, subscription fees, fixed fees and other fee structures. Carlson Planning Company reports it is not an active ESG investor, does not operate as a multi‑state adviser, and does not provide pension consulting or operate as a related adviser. Investment activity shows a clear equity tilt: exchange‑traded equities are the dominant public vehicle used for client accounts. The firm also uses mutual funds for some exposures and allocates to third‑party alternative managers where appropriate. Its model appears focused on customized planning and portfolio construction for a small client base rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices