Larson Financial Advisors

RIASEC Registered

Total AUM

$105M

Discretionary

$93M

88% of AUM

Avg account

$211K

Accounts

499

Employees

Advisory reps

Firm details

Headquarters: Cedar Park, Texas
CRD number: 158618
Website: www.craiglarson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI53.73%
Individuals30.92%
Pension & Profit Sharing Plans11.52%
Other3.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Larson Financial Advisors is an independent, privately owned RIA that serves both individuals/families and institutional clients. The firm operates as a corporation under individual ownership and positions itself as a capital allocator that provides financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee model includes both a percentage-of-AUM component and fixed fees. The firm is not characterized as an active ESG investor and is not identified as a multistate or newly formed adviser.