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Paul Carlson

4:8 Financial
25 Years of Experience
Canby, OR
1 Disclosure
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Paul Carlson is a registered investment advisor at 4:8 Financial, based in Canby, OR, with 25 years of industry experience. Paul 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 834 clients with $320M in assets under management.

4:8 Financial
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
834 clients
Average Client Portfolio
$381K average
Assets Under Management
$318.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Annual management fees for sponsored programs range from 0% to 1.35% and are negotiable. Legacy Model Wealth Portfolios may charge up to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

266 Northwest 1st Ave, Canby, OR, 97013

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul operates his LPL business under the DBA Carlson Investments and is an investment advisor representative (IAR) through Financial Advocates Investment Management. He also owns rental real estate properties, dedicating minimal time to these activities.

Employment History
Current Registrations
4:8 Financial
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Financial Advocates Investment Management
July 2015 - October 2025 · 10 yrs 3 mos
LPL Financial LLCBroker
June 2015 - December 2025 · 10 yrs 6 mos
Edward JonesBroker
January 2001 - June 2015 · 14 yrs 5 mos
State Registrations2 states
ORTX
Advisor

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
No exam information available for this advisor.
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