David Larson
Viawealth · Leawood, Kansas
David Larson is a fee-only financial advisor at Viawealth in Leawood, Kansas. Viawealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Viawealth |
|---|---|
| Based in | Leawood, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $260.7M across 356 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7249182 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.brightlinegrp.com |
How David's firm compares
- Viawealth's average account is about $732,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about David
Is David Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Viawealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Viawealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Larson based?
David Larson is based in Leawood, Kansas.
Is David Larson registered with the SEC?
Yes. David Larson is registered as an investment adviser representative in KS (CRD 7249182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Viawealth manage?
Viawealth reports $260.7M across 356 accounts in assets under management.
How do I contact David Larson?
Through David's website, www.brightlinegrp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Leawood
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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