Guides › Financial Advisor Fees
Updated September 19, 2026. Quick answer: Carson Wealth is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run up to $12,500 a year (the published maximum) under its published fee schedule; the minimum to open an account is no fixed published minimum for Asset Management Fees. Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
Carson Wealth at a glance
| Fact | What Carson Wealth’s own pages say |
|---|---|
| Legal entity | CWM, LLC |
| Registration | CWM, LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission. |
| Fee on a $500,000 account | Up to $12,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | No fixed published minimum for Asset Management Fees |
| Cost to leave (exit fee) | See how to leave Carson Wealth |
What Carson Wealth’s own fee schedule charges
“The annual investment advisory fee charged range up to a maximum of 2.50% of the assets held in the account.”
CWM, LLC (the SEC-registered adviser behind the Carson Wealth brand) discloses a single ceiling rate of 2.50% per year rather than a dollar-breakpoint table. Fees are individually negotiated based on advisor, account size, complexity, and other factors, and are typically lower than the ceiling for larger accounts. The dollar figures apply the disclosed 2.50% maximum as a flat rate to each balance (balance x 0.025), which represents a worst-case/ceiling estimate, not a guaranteed quote.
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
See the full breakdown, including how the figure is calculated, on Carson Wealth’s own fee page.
Is Carson Wealth a fiduciary?
CWM, LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission.
“When we act as your investment advisor, we must act in your best interest and not put our interest ahead of yours.”
Additionally, some of our IARs also serve as securities registered representatives and/or insurance agents. Through these separate roles, they may sell, for commissions, various products.
Full detail, including the exact registration type and source: Carson Wealth’s fiduciary status, explained.
The minimum to open an account
“The annual investment advisory fee charged range up to a maximum of 2.50% of the assets held in the account.”
No fixed published minimum for Asset Management Fees. See the full minimum-investment breakdown, including what that minimum would cost per year, on Carson Wealth’s minimum investment page.
What it costs to leave
A dedicated how-to-leave page for Carson Wealth covers the exit costs in full. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
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Source: WiserAdvisor’s service descriptionSources
- CWM, LLC Form ADV Part 2A Brochure (December 2025): https://carsonhub.wpengine.com/wp-content/uploads/2026/02/CWM-LLC-ADV-Part-2A-December-2025.pdf
- Form CRS (Client Relationship Summary) (March 2021): https://reports.adviserinfo.sec.gov/crs/crs_155344.pdf
- SEC Investment Adviser Public Disclosure, CWM, LLC (CRD #155344): https://adviserinfo.sec.gov/firm/summary/155344
- CWM, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/155344/PDF/155344.pdf
Methodology. This page was built September 19, 2026, drawing directly on Carson Wealth’s own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary, minimum-investment, and (where one exists) how-to-leave pages for the same firm, each independently sourced when it was built. Any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Carson Wealth’s own Form ADV Part 2A and Form CRS. We have not used Carson Wealth as a client. Carson Wealth did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.