Zornitsa Carlson
Zornitsa Carlson is a registered investment advisor at Edward Jones, based in Gladstone, MO, with 14 years of industry experience. Zornitsa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
200 NW Englewood Rd Ste C, Gladstone, MO, 64118
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Regulatory History (18)
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February 2023Other Business Activities
Zornitsa serves as a Supervisory Election Judge for the Platte County Board of Elections since 2002, dedicating minimal time to this civic service. She also co-owns rental property in Ft Lauderdale, FL since 2021, but has no responsibilities related to it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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.