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Spencer Eugene Carlson

Adero Partners, LLC

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About Spencer Eugene Carlson

Spencer Carlson is an Investment Advisor Representative at Adero Partners, LLC. Spencer has been in the industry since 2020 and has experience in financial planning and portfolio management. Spencer is registered with the state of California. Spencer is a Series 65 licensed investment advisor and holds a Uniform Investment Adviser Law Examination from 2021. Spencer has experience working for several companies, including Milestone Based and Applied Financial Planning. Spencer focuses on individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Spencer's primary focus is on financial planning and portfolio management, with a specialization in cash management solutions, insurance solutions, and selection of other advisors.

Firm Information

Spencer Carlson is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Spencer Carlson’s Registration & Firm History

CA

11/25/2024 - Present

Adero Partners, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 12/09/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Eugene Carlson.
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