Carson Sanford is a CFA, CFP-designated registered investment advisor at Delta Wealth Solutions, LLC, based in Kansas City, MO, with 10 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 136 clients with $96M 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 | 1.50% |
The annual fee is negotiable.
Fee Estimator
Location
2345 Grand Blvd., Suite 2120, Kansas City, MO, 64108
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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 →Other Business Activities
Carson owns a real estate holding company, Charles Oakley Capital LLC, since September 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
Delta Wealth Solutions, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
T3 Trading Group, LLCBroker
State Registrations4 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.