L
Larsen Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,937,160
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$617,145
About
Larsen Financial Services provides discretionary portfolio management and hourly financial planning to a small group of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.28 million in client assets across nine client relationships and advises on a range of securities including domestic and foreign stocks, bonds, mutual funds, ETFs, options, and REITs.
The firm tailors asset allocation and security selection to each client’s risk tolerance, time horizon, income, and net worth using fundamental analysis of individual investments, and conducts at least quarterly account reviews with an annual personalized meeting. Accounts are typically managed on a discretionary basis and the firm may recommend options strategies limited to hedging or income generation, requires clients obtain options approval, and will not use uncovered calls or write put options.
Operationally, the brochure discloses that the firm’s principal operates a family farm and devotes roughly 65% of his time to farming, a time allocation the firm highlights alongside its advisory activities and that may affect service delivery compared with peers. The firm also arranges for TradePMR to cover clients’ transaction fees and receives platform and custodial services from TradePMR and Wells Fargo at no charge (a relationship the brochure notes as a potential conflict of interest), and it does not vote client proxies.
Client services
Financial planning
Portfolio management
Fee options
1.00% annually, payable quarterly in advance
$95.00 per hour for financial planning and consulting services
Fee-only: $95.00 per hour for financial planning and consulting services
Main office location
Larsen Financial Services
Geraldine MT, United States
Number of offices
1
Most active in
Larsen Financial Services has reported serving >5 clients in these states in the last 12 months.
Montana
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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