Larson Financial Group, LLC logo

Larson Financial Group, LLC

Updated today

Client assets under management

$5,438,746,377

Clients

4,937

35% high-net worth

Advisors

65

of 131 employees

Firm type

Multi Team

Clients per advisor

76

High

Average account size

$1,101,630

About

Larson Financial Group, LLC provides financial planning, portfolio management, and retirement‑plan consulting to individuals, trusts, corporations, nonprofits and pension plans, with a stated focus toward doctors and related businesses. Its services include model asset‑allocation portfolios, wrap and non‑wrap management programs, financial planning engagements, and defined benefit/defined contribution consulting for plan sponsors.

The firm delivers advice through a mix of model portfolios and custom discretionary programs using both strategic (MPT‑based) and tactical approaches, and may employ option overlays, synthetic structures and separately managed account strategies. It also recommends and monitors third‑party money managers, conducts periodic client reviews, and uses AI‑assisted tools to support research and document preparation while retaining human review for final recommendations.

Larson’s brochure discloses a set of affiliations that distinguish it from many peers: an affiliated broker‑dealer (Larson Financial Securities, LLC), an affiliated commercial real‑estate brokerage (Larson Commercial Real Estate, f/k/a MedRealty), affiliated private‑equity activity through Larson Capital Management, and formal pension‑consulting offerings including 3(38) and 3(21) service options. The firm also routes some execution and clearing through broker‑dealers such as Trade‑PMR and discloses receipt of vendor and custodial support; these relationships and potential conflicts are addressed through disclosure, supervisory procedures and client agreements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Fee options

Fixed

$1,500 to $20,000 fixed fee, negotiable, for financial planning services

Percentage

$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable

Commissions

IARs may receive commissions through affiliated broker-dealer Larson Financial Securities, LLC when implementing insurance or investment products

Project-based

$75 to $300 per hour, negotiable, for financial planning services

Other

Account minimum: $100,000 Minimum fee: $600 annual service fee for certain accounts, which may be waived or reduced Fee-only: Financial planning fees charged hourly ($75 to $300 per hour, negotiable) or fixed fee basis ($1,500 to $20,000, negotiable)

Main office location

Larson Financial Group, LLC

100 N Broadway, Suite 1700

Saint Louis MO 63102, United States

Number of offices

21

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

David L

Series 66

Saint Louis, MO

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Dylan D

Series 63, Series 65

Saint Louis, MO

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Darin A

Series 63, Series 66

Fort Wayne, IN

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Nathan B

Series 66

Fort Wayne, IN

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Kevin C

Series 63, Series 66

Indianapolis, IN

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Justin R

CFP®, CFA®, Series 63, Series 65

Scottsdale, AZ

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Michael Z

Series 66

Austin, TX

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Joshua L

Series 66

Saint Louis, MO

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Jonathan K

Series 63, Series 65

Colorado Springs, CO

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Michael H

CFP®, ChFC®, Series 66

Saint Louis, MO

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Derrick Y

Series 66

Jacksonville, FL

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Bedford O

Series 66

Greer, SC

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Jill R

Series 66

Minneapolis, MN

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Alex D

Series 63, Series 66

Indianapolis, IN

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
user avatar

Justin N

CFP®, ChFC®, Series 66

Omaha, NE

Larson Financial Group, LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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