Carson Simpson
Advisor at C.S Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Carson Simpson is a financial advisor at C.S Wealth LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dusty's Electric, Inc. and Simpson Brothers LLC, as well as six years at Carey Public Schools. C.S Wealth provides discretionary investment management, financial planning, business consulting, and retirement plan advisory services to individuals and high-net-worth clients. The firm manages approximately $1.17 million across 35 client relationships, using a long-term investment approach focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers specialized retirement plan advisory services including ERISA-related support.
Client services
Based on C.S Wealth LLC
Financial planning
Portfolio management
Pension consulting
Business consulting
Expertise
Based on C.S Wealth LLC
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Fee options
Financial planning fixed fees up to $6,000; Business consulting fixed fees up to $15,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,999,999: 0.65% annually $3,000,000+: 0.25% annually
Location
Lehi, UT
Most active in
Carson S has reported serving >5 clients in these states in the last 12 months.
Idaho · Utah
Work history
C.S Investments LLC
2024 - Present (2 years)
Dusty's Electric, Inc.
2018 - 2025 (7 years)
Simpson Brothers LLC
2016 - 2025 (9 years)
Carey Public Schools
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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