We keep pricing simple and transparent:

• Foundation: Flat monthly fee, starting at $150/month for investing. Annual minimum: $1,800.

• Flourish: Flat monthly fee, starting at $625/month for advanced planning + investing. Annual minimum: $7,500.

• Freedom: For entrepreneurs and families with complex wealth, fees start at 1.5% on the first $2.5M (minimum $37,500 annually), with lower rates as wealth grows.
  

Because we’re fee-only fiduciaries, our success grows with yours—no commissions, product sales, or hidden costs. Our fees reflect the depth of planning, tax strategies, and proactive guidance designed to create value well beyond the cost. Specialist services (like bookkeeping or payroll) are available separately at cost.

Fee Calculator

"A professional is expensive, but an amateur costs a fortune."

Yes, it’s a one-time fee (equal to one month’s minimum or more for complex cases) that ensures we can dedicate the resources and attention needed to deliver immediate value and set the foundation for long-term success.

The onboarding fee covers the upfront time and expertise it takes to get everything organized and built right from the start — connecting accounts, gathering data, structuring your portfolio, and designing your initial financial and tax plan.

Yes. Independent research (like Vanguard’s Advisor Alpha) shows good advisors add about 2–3% in net value each year through smarter allocation, tax strategies, disciplined rebalancing, and behavioral coaching.

Another Vanguard study found that DIY investors spend over 100 hours a year managing finances. By contrast, our clients free up that time to focus on family, career, or growing their business—often leading to higher income and greater fulfillment.

At Carson Capital, we also go beyond investments with proactive cash flow, tax, insurance, and estate strategies. While results vary, the clarity, time saved, and real cost benefits often far exceed our fees.

We serve, not sell. We’re fee-only — paid only by our clients, not by commissions, products, or kickbacks. That means our advice is 100% aligned with you.

• Carson Capital and Carson Tax Advisors are separate but affiliated firms.

• Carson Capital provides investment management and financial planning services.

• Carson Tax Advisors offers tax strategy, preparation, and filing, as well as specialized tax projects (like cost-segregation or §1202 planning) and accounting services such as bookkeeping, payroll, and sales-tax support for clients who choose to engage them.
  

You’re never obligated to use Carson Tax Advisors, and no referral fees or commissions are ever paid between the two firms. Both operate under transparent, client-first fee arrangements so you always know exactly what you’re paying for and why.

No hidden fees here. Everything we do is clearly laid out by tier: Foundation, Flourish, and Freedom. Tax strategies, estate guidance, and investment management are built into the fees. Freedom includes tax prep and filing.

Specialist services like bookkeeping, payroll, specialist tax projects or advanced business services are available separately. There is never any obligation to use these services.

No minimum for Foundation or Flourish tiers.

Freedom clients typically have $2.5M+ invested with us, but the focus is on fit—your goals, complexity, and whether our family-office approach adds value.

Yes — Flourish offers planning-only with no investment required. But many clients find that combining both creates the most value.

Yes. We offer family billing—heirs benefit from your AUM breakpoints, so they start at discounted pricing. You can also cover fees for children or heirs directly from your account if you choose.

Our services are designed as an annual engagement billed monthly, not a short-term or month-to-month arrangement. We invest significant time and expertise upfront—building your financial plan, setting up accounts, coordinating with your tax and estate professionals, and implementing strategies that unfold over the full year.

If you ever need to cancel early, you can do so at any time with written notice.

However, because so much of the work is front-loaded, we may retain or invoice up to 50% of the remaining months’ fees if the agreement is ended within the first 12 months.

We’re fair and flexible — this policy simply ensures that both sides are making a meaningful commitment to the process. We often waive or reduce the fee if the situation warrants it.