Advisor at Wealth Planning Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Planning Advisors LLC
Location
Oracle, AZ
Credentials
ChFC®, Series 63, Series 65
Industry experience
13 years
Brooks Larson is a financial advisor with Wealth Planning Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has operated his own firm, Brooks Larson, LLC, since 1994 and has been self-employed in financial planning since 1991. Larson is involved in a family estate planning LLC unrelated to real estate transactions. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm provides investment management, financial planning, retirement-plan consulting, and educational seminars, with additional tax, bookkeeping, and payroll services offered through an affiliated accounting entity.
Based on Wealth Planning Advisors LLC
Based on Wealth Planning Advisors LLC
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,000+: 0.50%
Minimum fee: $3,000/year for Combined Financial Planning and Investment Management Services (billed as $250/month), which is the minimum fee or the applicable AUM fee, whichever is greater Fee-only: Fixed fees for Project-Based Financial Planning ranging from $500 to $25,000, negotiable
Oracle, AZ
Arizona · Minnesota · Wisconsin
Wealth Planning Advisors LLC
2024 - Present (2 years)
Brooks Larson, LLC
1994 - Present (32 years)
Brooks B. Larson; Self Employed
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Oro Valley, AZ
D Squared Capital Management, LLC
Series 63
Oracle, AZ
RH Knapp & Co.
Series 66
Oro Valley, AZ
Cetera
Series 66
Tucson, AZ
J.P. Morgan Securities
Series 63, Series 66
Tucson, AZ
J.P. Morgan Securities
CFP®, Series 63, Series 66
Tucson, AZ
J.P. Morgan Securities
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