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Victor Larsen

Advisor at Larsen Financial Management

Updated today
Larsen Financial Management logo

Firm

Larsen Financial Management

Location

San Antonio, TX 78230

Credentials

CFP®, Series 63

Industry experience

38 years

About

Victor Larsen is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Larsen Financial Management. His prior experience includes roles at Sensus Wealth Management Group, National Asset Management, National Securities Corp, and WFG Investments Inc. In addition to his advisory work, Larsen owns and operates a tax preparation and consulting business and is also active as an independent insurance agent and a realtor. Larsen Financial Management is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm uses both fundamental and technical analysis and employs a range of strategies across multiple asset classes, typically under discretionary authority.

Client services

Based on Larsen Financial Management

Financial planning Portfolio management Pension consulting

Expertise

Based on Larsen Financial Management

Real estate investing Charitable giving & philanthropy Cash flow / budgeting Debt management

Fee options

Fixed

$500 - $10,000 fixed fee for financial planning and consulting (qualified client only)

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001 - $30,000,000: 0.65% $30,000,001+: 0.50%

Project-based

$150 - $500 per hour for financial planning and consulting

Performance-based

Performance allocation up to 20% of net capital appreciation (qualified clients only)

Other

Minimum fee: Minimum annual fee: $1,500 Fee-only: Financial planning and consulting fees: Hourly $150-$500 per hour; Fixed fee $500-$10,000 (for qualified client only)

Location

11314 Whisper Dawn

San Antonio, TX 78230

Most active in

Texas

Work history

Larsen Financial Management LLC

2022 - Present (4 years)

Sensus Wealth Management Group, LLC

2017 - 2022 (5 years)

National Asset Managment

2017 - 2017 (1 year)

National Securities Corp

2017 - 2017 (1 year)

WFG Investments Inc

2009 - 2017 (8 years)

Victor J. Larsen Tax Planning and Consulting

1983 - Present (43 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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