Carson Wealth Review 2026
- Firm claims $50.6 billion under management as of year-end 2025.
- Operates on a discretionary basis, granting advisors total control over your portfolio trades.
- Business model relies on a sprawling network of partner firms.
- Founded in 1983, riding the long bull market wave.
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Brief Summary
Carson Wealth positions itself as an industry titan with over $50 billion in assets under management. The firm pushes a discretionary investment model, which essentially means you hand over the keys to your retirement account and hope your advisor has a better crystal ball than you do.
Why This Matters
When you grant an advisor discretionary authority, you are essentially signing a blank check for your financial future. While this offers convenience, it also removes your ability to veto a bad trade before the damage is done. You need to scrutinize whether the fees paid for this 'hands-off' management are actually yielding returns that beat the market, or if you are simply paying a premium for someone else to make decisions with your money.
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