Carlson Financial Advisory, LLC

Public-record details

Address

23403 E. Mission Avenue, Suite 200f, Liberty Lake, WA 99019

Phone

(509) 220-4759

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

281868

Registration

State registered: WA

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Regulatory assets under management

$1.6 million

Accounts managed

10

Clients reported (Form ADV 5.D)

10

Individual / high-net-worth clients

10 / 0

Employees

1

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-27

State registered (WA) investment adviser, CRD 281868, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 281868 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.