Advisor at Gordon Carlson & Associates
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.
Firm
Gordon Carlson & Associates
Location
Indio, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Gordon Carlson is a CFP® professional with 20 years of industry experience and is the principal of Gordon Carlson & Associates, operating under Elm Money Management, LLC since 2009. He holds Series 63 and Series 65 licenses and maintains an ownership interest in a real estate brokerage, RESULT$ ADVISORS, INC. Additionally, he holds a life insurance agent license in California. Gordon Carlson & Associates provides portfolio management, financial planning, and pension/profit-sharing consulting to a range of clients including individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs customized allocations based on client objectives and uses fundamental analysis with diverse strategies, managing accounts on both discretionary and non-discretionary bases.
Based on Gordon Carlson & Associates
Based on Gordon Carlson & Associates
Flat fees payable monthly in arrears, may vary and are negotiable; up to 2.5% annually of market value billed monthly in arrears for portfolio management
Typically $250 per hour, negotiable depending on client complexity
Fee-only: Hourly fee generally $250 per hour, negotiable; flat fees may be negotiated and vary by client
Indio, CA
California
Elm Money Management, Llc D/B/A Gordon Carlson & Associates
2009 - Present (17 years)
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
CFP®, Series 63, Series 66
Rancho Mirage, CA
ReLion Assets Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")