Carlson Planning Company

Carlson Planning Company is a fee-only investment adviser registered with the securities regulators of Massachusetts, Rhode Island, with a mailing address in Mansfield, Massachusetts (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $11M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Massachusetts, Rhode Island
Firm CRD number	300667
Office	Mansfield, MA (mailing address; office not published)
Phone	(508) 399-1887
Website	www.carlsonplanning.co
Regulatory assets under management	$11M
Individual clients	19 non-high-net-worth, 2 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee, Subscription, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Mansfield

• Macdonald Wealth Management, LLC $38M
• Delphinus Financial Advisors, LLC $157M
• Copper Beech Wealth Management $78M

See all 4 fee-only advisers in Mansfield →

Nearby

• Foxboro 2 firms
• Sharon 1 firm
• North Attleboro 3 firms
• Attleboro 1 firm
• Easton 1 firm
• So. Easton 1 firm
• Wrentham 3 firms
• Stoughton 2 firms