Marissa Waldron is a CFP-designated registered investment advisor at Carlson Financial, based in Azle, TX, with 11 years of industry experience. Marissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,097 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable and will not exceed 3.00% per annum. Alternatively, the firm may assess a flat annual fee of up to $250,000 for ultra-high-net-worth clients.
Fee Estimator
Location
Azle, TX
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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 →Employment History
Current Registrations
Carlson Financial
Previous Registrations
Carlson Financial
Carlson Financial
Global Financial Private Capital, LLC
Fisher Investments
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
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