L
Larson Financial Planning Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$185,578,702
Clients
131
60% 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
131
Very HighAverage account size
$1,416,631
About
Larson Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm serves as a fiduciary and offers portfolio management, retirement-account rollover guidance, and ongoing financial planning and consulting engagements.
The firm builds customized, primarily long-term portfolios using diversified mutual funds and ETFs selected through a fundamental analysis process, while occasionally incorporating individual stocks and bonds to meet specific client needs. Clients receive continuous monitoring and portfolio supervision, with rebalancing, tax-loss harvesting, and the option to place reasonable investment restrictions on their accounts.
With roughly $185.6 million in discretionary assets under management and a stated minimum relationship size of $500,000, the practice manages a level of assets that is larger than typical for many small independent advisory practices and suggests a focus on wealthier households. The lead advisor holds CFP certification and an advanced degree, the firm participates on the Schwab Advisor Services platform (receiving technology and support), limits custody to fee deduction rather than full custody, and does not accept proxy-voting responsibilities; financial planning is available on an hourly or fixed-fee basis and clients may be referred to outside specialists when appropriate.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Fee options
Fixed fee for financial planning engagements based on estimated hours at negotiated hourly rate
0.50% to 1.50% annually based on size, services, and complexity
$250 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning services offered on an hourly ($250/hour) or fixed fee basis (negotiated per engagement)
Main office location
Larson Financial Planning Inc.
Winchester MA, United States
Number of offices
1
Most active in
Larson Financial Planning Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
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.
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