GORDON CARLSON & ASSOCIATES

Overview

Gordon Carlson & Associates is an independent, individually owned registered investment adviser organized as an LLC. The firm functions as a capital allocator for a mixed client base of individuals, families and institutional clients, offering fee-for-service planning and portfolio oversight alongside insurance brokerage capabilities. Its advisory work spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of outside managers, reflecting a hybrid focus on both hands-on portfolio construction and outsourcing to third‑party specialists. The firm operates with a mix of discretionary and non‑discretionary mandates and tends to pair traditional public vehicles with a meaningful allocation to private and specialty strategies. Gordon Carlson & Associates charges fixed and hourly fees rather than percentage-based wrap structures, which aligns with a planning‑centric engagement model and smaller average client relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices