Scott Carson
Scott Carson is a registered investment advisor at Carsonallaria Wealth Management, LTD., based in Fort Myers, FL, with 34 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 647 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable and can vary based on account size, portfolio complexity, and activity. Accounts under $250,000 pay a flat fee of $2,875. Fees for amounts over $10,000,000 are negotiable.
Fee Estimator
Location
Fort Myers, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a sole proprietor selling non-variable insurance products since 1994, dedicating about 10-20% of his time to this. He also works full-time as a registered investment advisor at CarsonAllaria Wealth Management, LTD, and spends about 10-20% of his time soliciting life and LTC insurance policies as an agent with PKSF/Ash Brokerage.
Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
Previous Registrations
Visionary Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Meridian Financial Group, LTD.
Meridian Financial Group, LTD.
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
Polite & CO., INC.Broker
North American Management, INC.Broker
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Romeo, CFPEverhart Advisors
- Douglas King, CFPOakwood Capital, INC.
- Chad Leatherwood, CFPSummit Wealth Partners, LLC
- Nicholas Chlumsky, CFPWells Fargo Advisors
- Nicole Eirich, CFPUhler Vertich White Advisors
- Frank Durand, CFPWells Fargo Advisors