Advisor at Larson Wealth Management, LLC
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Firm
Larson Wealth Management, LLC
Location
Mesa, AZ 85205
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
19 years
Don Larson is a CFP® with 19 years of experience in the financial advisory industry. He is the founder of Larson Wealth Management, LLC, where he has worked since 2011. Outside of his advisory practice, Larson owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer of a private company. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, and institutional clients such as pension and profit-sharing plans. The firm employs customized strategic asset allocation using mutual funds and ETFs and combines fundamental and technical analysis with regular portfolio reviews.
Based on Larson Wealth Management, LLC
Based on Larson Wealth Management, LLC
Non-Discretionary Asset Management: $2,500 - $25,000 annually based on portfolio size, billed quarterly
$25,000 - $49,999: 1.25% $50,000 - $249,999: 1.00% $250,000 - $499,999: 0.85% $500,000 - $999,999: 0.75% $1,000,000+: 0.65%
Account minimum: $25,000 Fee-only: Comprehensive Financial Plan Reports: $500 - $2,500 one-time fee; Income Tax Preparation: $250 - $750 (individual returns), $550 - $1,500 (business returns)
1118 N Recker Rd, Suite 107
Mesa, AZ 85205
Arizona
Larson Wealth Management, LLC
2011 - Present (15 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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