Advisor at Bradley Wealth LLC
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Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with approximately five years of industry experience. Prior to joining Bradley Wealth, he worked at J.P. Morgan Chase and Jpmorgan Securities LLC for three years and has held positions at several other firms. Bradley Wealth LLC provides wealth management, discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and financial education to a diverse client base including individuals, high-net-worth clients, pensions, corporations, trusts, and estates. The firm employs a fundamental analysis and strategic asset allocation approach, combining in-house management with recommended third-party asset managers and offering access to digital platforms such as Betterment and Pontera.
Based on Bradley Wealth LLC
Based on Bradley Wealth LLC
Financial planning fixed fees generally range from $2,500 to $10,000 annually
$0 - $250,000: 1.95% $250,000 - $500,000: 1.80% $500,000 - $1,000,000: 1.60% $1,000,000 - $2,000,000: 1.30% $2,000,000+: 1.00%
$150/hour for financial planning and consultation services
Account minimum: $250,000
16430 N. Scottsdale Road, Suite 230
Scottsdale, AZ 85254
Arizona
Bradley Wealth LLC
2025 - Present (1 year)
Bradley Wealth LLC
2025 - Present (1 year)
J.P. Morgan Chase
2022 - 2025 (3 years)
Jpmorgan Securities LLC
2022 - 2025 (3 years)
Minnesota Life Insurance company
2021 - 2021 (1 year)
Securian Financial Services
2021 - 2021 (1 year)
Renaissance Financial
2021 - 2021 (1 year)
UnEMPLOYED
2021 - 2021 (1 year)
Crown of Minnesota
2020 - 2020 (1 year)
Bozell & Jacobs LLC
2020 - 2021 (1 year)
Enclos
2018 - 2018 (1 year)
Creighton University
2016 - 2020 (4 years)
Mendakota Country Club
2015 - 2018 (3 years)
St. Thomas Academy
2013 - 2016 (3 years)
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Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 66
Scottsdale, AZ
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