Omaha, Neb. – Nov. 5, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), announced today that wealth advisor James Fetters, CFP®, has joined the firm to launch his new independent practice, Blueprint Wealth Management. Based in Santa Monica, Calif., Fetters joins Carson Group from Northwestern Mutual, where he reported serving approximately $170 million AUM.
Fetters started his career on Wall Street in sales and trading, where he developed a deep understanding of complex financial strategies and client service. Over the past nine years, he built a successful advisory practice by helping business owners, executives and high-net-worth families make more confident decisions through comprehensive financial planning.
After an extensive search that included conversations with more than two dozen firms, he chose Carson for its advisor-centric culture, collaborative model and shared commitment to putting clients’ needs first. He said the move to Carson Group allows him to expand his approach as he gains access to tax and estate planning specialists, innovative technology and a deep bench of seasoned experts to help him deliver even more value to his clients.
“Advisors like James represent the entrepreneurial spirit at the heart of Carson,” said Gregg Johnson, National Sales Director at Carson Group. “We are proud to be the growth partner behind firms like Blueprint Wealth Management. When advisors come to Carson, they don’t just grow their business, they grow their capabilities, client impact and future opportunities. Every part of our platform is designed to accelerate that growth, and we’re thrilled to support the next chapter of James’ story.”
The name Blueprint Wealth Management reflects Fetters’ belief that robust planning is the foundation of a strong financial future. Education is a central part of his work, and he often hosts financial planning seminars at UCLA to help clients understand the decisions shaping their retirement and legacy.
“My mission has always been to act in my clients’ best interests and give them more guidance and clarity about their financial lives,” Fetters said. “Partnering with Carson allows me to do exactly that, but on a greater scale. With access to tax and estate planning specialists, I can deliver deeper, more thoughtful strategies tailored to each client’s goals. I want to bring the same level of care and sophistication I experienced on the institutional side into the retail space, so every client feels guided, supported and truly understood at every step of their financial journey.”
About Carson Group
Carson Group manages over $50 billion* in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a DBA of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.