Advisor at Carlson Planning Company
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Firm
Carlson Planning Company
Location
Mansfield, MA
Credentials
Series 66
Industry experience
12 years
James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.
Based on Carlson Planning Company
Based on Carlson Planning Company
Fixed fees for financial planning engagements: $300 minimum to $3,000
$0 - $999,999: 0.75% annually $1,000,000 - $4,999,999: 0.65% annually $5,000,000+: 0.50% annually
Insurance product commissions for licensed associates; referral fees from third-party investment managers ranging from 0.50% to 1.25% of assets
Ongoing comprehensive financial planning fees paid monthly in arrears, ranging from $1,200 to $9,000 annually
Fee-only: Fixed fees ranging from $300 to $3,000 for project-based financial planning; $1,200 to $9,000 annually for ongoing comprehensive financial planning
Mansfield, MA
Massachusetts · Rhode Island · Texas
Gannet Wealth Advisors
2025 - Present (1 year)
Carlson Planning Company, LLC
2021 - Present (5 years)
SCU Insurance, LLC
2019 - 2021 (2 years)
Mass Mutual Investors Services
2017 - 2019 (2 years)
Massachusetts Mutual Life Insurance Company
2016 - 2019 (3 years)
SCU Financial, LLC
2015 - 2021 (6 years)
MSI Financial Inc
2015 - 2017 (2 years)
Metlife Securities, Inc
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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