Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
LARSON FINANCIAL PLANNING INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155671), LARSON FINANCIAL PLANNING INC. is subject to fiduciary duty under federal law.
LARSON FINANCIAL PLANNING INC. serves 66 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, LARSON FINANCIAL PLANNING INC. offers financial planning and portfolio management for individuals. View all service details ↓
LARSON FINANCIAL PLANNING INC. manages $166 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, LARSON FINANCIAL PLANNING INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 281
Discretionary Accounts: 281
Regulatory Filings
CRD Number: 155671
Last Filing Date: 2025-02-19 00:00:00
Website: https://larsonfp.com