Brooks Larson
Wealth Planning Advisors · Oracle, Arizona
Brooks Larson is a fee-only financial advisor at Wealth Planning Advisors in Oracle, Arizona, who holds the ChFC credential. Wealth Planning Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Planning Advisors |
|---|---|
| Based in | Oracle, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $46.2M across 416 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AZ, MN, WI · CRD 2148509 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.preecefp.com |
How Brooks's firm compares
- Wealth Planning Advisors's average account is about $111,000, from its Form ADV (assets managed divided by 416 accounts).
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Questions about Brooks
Is Brooks Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooks holds no broker registration, and Wealth Planning Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooks charge for financial advice?
Brooks's firm, Wealth Planning Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brooks Larson based?
Brooks Larson is based in Oracle, Arizona.
What credentials does Brooks Larson hold?
Brooks Larson holds the ChFC credential.
Is Brooks Larson registered with the SEC?
Yes. Brooks Larson is registered as an investment adviser representative in AZ, MN and WI (CRD 2148509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Planning Advisors manage?
Wealth Planning Advisors reports $46.2M across 416 accounts in assets under management.
How do I contact Brooks Larson?
Through Brooks's website, www.preecefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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