Advisor at MSH Capital Advisors LLC
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Firm
MSH Capital Advisors LLC
Location
Scottsdale, AZ 85255-7153
Credentials
Series 63, Series 66
Industry experience
10 years
Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for seven years and has been with M.S. Howells & Co. since 2023. Outside of advising, he owns a pool cleaning and maintenance business. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 advisers, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers a range of services including portfolio management, retirement plan consulting, financial planning, and access to third-party managers, employing diverse investment strategies tailored to client goals and risk profiles.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
23350 N Pima Road
Scottsdale, AZ 85255-7153
Arizona
M.S. Howells & Co
2023 - Present (3 years)
The Vanguard Group, Inc.
2016 - 2023 (7 years)
American Family Insurance
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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Series 65
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PFS™, Series 66
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