Carolyn Larsen-Wieber is a PFS-designated registered investment advisor at Clw Financial Planning LLC, based in Raleigh, NC, with 14 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7 clients with $9.3M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fee Estimator
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carolyn owns CLW Financial Planning LLC, a CPA practice providing tax compliance and consulting for small business owners and their families. This activity takes about a quarter to nearly full-time hours per month, both during and outside of trading hours.
Employment History
Current Registrations
Clw Financial Planning LLC
Previous Registrations
Paraklete Financial, INC.
State Registrations1 state
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