# Carlson Planning Company

> Carlson Planning Company is a state-registered investment advisory firm in Mansfield, MA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300667
- Filed as: CARLSON PLANNING COMPANY
- Legal name: Carlson Planning Company, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mansfield, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300667
- AdvisorCensus page: https://advisorcensus.com/firm/carlson-planning-company-mansfield-ma-300667

## Quick answers

**How is Carlson Planning Company compensated?**
On its Form ADV (Item 5.E, October 2026), Carlson Planning Company reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other.

**Where is Carlson Planning Company located?**
Carlson Planning Company's principal office is in Mansfield, MA, according to its Form ADV.

**Is Carlson Planning Company registered with the SEC or a state?**
Carlson Planning Company is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300667.

**How much does Carlson Planning Company manage?**
Carlson Planning Company reports $11,414,350 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Carlson Planning Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (2).

**Does Carlson Planning Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,414,350
- Discretionary: $11,414,350
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,589,139 |
| High net worth individuals | 2 | $2,825,211 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carlsonplanning.co
- Facebook @CarlsonPlanningCo
- Instagram @carlsonplanning
- LinkedIn @carlson-planning-company
- X @CarlsonPlanningCo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carlson Planning Company (CRD 300667): Form ADV filing data as of October 2026.