CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
SEC RegisteredObjective Advice and Dedicated Personal Service
About the firm
For over 20 years, the team at Carbahal Olsen Financial Services has built a practice that provides clients with objective advice and dedicated personal service. As Certified Financial Planner™ professionals, their advisors adhere to the CFP® Board's Standards of Conduct, including a fiduciary duty to all clients when providing financial advice. The firm's primary focus is to provide unbiased opinions designed to achieve long-term investment results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers comprehensive financial planning, discretionary asset management (utilizing mutual funds, ETFs, individual stocks and bonds), retirement planning, qualified tuition plans, annuities, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Who they serve
Working and retired individuals seeking retirement planning and comprehensive financial planning, with a focus on clients who want personalized, long-term advisory relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 188 | $75M |
| High Net Worth Individuals | 49 | $175M |
| Charitable Organizations | 7 | $7.3M |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard Program $50,000 - $250,000 | 1.75% |
| Standard Program $250,001 - $499,999 | 1.60% |
| Standard Program $500,000 - $999,999 | 1.40% |
| Standard Program $1,000,000 - $2,499,999 | 1.15% |
| Annuity Program Up to $250,000 | 1.00% |
| Annuity Program $250,001 - $499,999 | 0.90% |
| Annuity Program $500,000 - $999,999 | 0.80% |
| Annuity Program $1,000,000 - $2,499,999 | 0.70% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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