Larsen Financial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,335,350
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
12
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$111,279
About
Larsen Financial Management is a small independent investment adviser that provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, and other business entities. The firm manages roughly $1.34 million across about a dozen client accounts and also offers project- or hourly-based financial planning, pension consulting, and recommendations of third‑party money managers.
The firm applies both fundamental and technical analysis and implements long‑ and short‑term, income, and hedging strategies across equities, fixed income, mutual funds, ETFs, REITs, and options, typically under discretionary authority. Compensation is primarily percentage‑of‑AUM, but the firm also offers performance‑based allocations for qualified clients — up to 20% subject to a 5% annual hurdle and high‑water mark provisions.
What is distinctive is the combination of a performance‑allocation fee arrangement and active work with pension/profit‑sharing plans and pension consulting, which is uncommon for a solo independent adviser of this size. The brochure also discloses that certain supervised persons are licensed insurance agents and that the firm may receive fee shares from recommended third‑party managers, and it describes policies and review procedures intended to address those potential conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Real estate investing
Charitable giving & philanthropy
Cash flow / budgeting
Debt management
Fee options
$500 - $10,000 fixed fee for financial planning and consulting (qualified client only)
$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%
$150 - $500 per hour for financial planning and consulting
Performance allocation up to 20% of net capital appreciation (qualified clients only)
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)
Main office location
Larsen Financial Management
11314 Whisper Dawn
San Antonio TX 78230, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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