Advisor at CarsonAllaria Wealth Management, LTD.
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
CarsonAllaria Wealth Management, LTD.
Location
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
33 years
Scott Carson is a financial advisor with CarsonAllaria Wealth Management, LTD., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at CarsonAllaria since 2014 and concurrently with Purshe Kaplan Sterling Investments since 2013. In addition to advisory work, he operates a sole proprietorship providing non-variable insurance sales. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses quantitative optimization and a combination of traditional research and technology platforms, including a sub-advisory arrangement with Betterment, to tailor investment strategies and provide fiduciary and consulting services.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Flat fees for financial plans not to exceed $10,000
$0 - $250,000: $2,875 flat fee annually $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% Over $10,000,000+: Negotiable
Insurance commissions and 12b-1 fees from insurance and brokerage products; commissions offset advisory fees when applicable
Hourly rate of $250 for financial planning if charged separately
Minimum fee: $2,875 annual advisory fee for accounts valued $0–$250,000 Fee-only: Financial planning fees up to $10,000; hourly rate $250/hour; consulting fees negotiated per project
Fort Myers, FL
Florida · Texas
CarsonAllaria Wealth Management, LTD
2014 - Present (12 years)
Purshe Kaplan Sterling Investments
2013 - Present (13 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.
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.
Series 63, Series 66
Ft. Myers, FL
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Series 65
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