# Kayle Larsen

> Kayle Larsen is a fee-only financial advisor at Larsen Wealth Management in El Dorado Hills, California, who holds the CFP credential. Kayle focuses on retirement planning, tax planning and estate & legacy planning. Larsen Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kayle-larsen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Larsen Wealth Management
- **Based in:** El Dorado Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $172.2M across 616 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 2877627 (https://adviserinfo.sec.gov/individual/summary/2877627)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://larsenwealthmanagement.com

## Frequently asked questions

### Is Kayle Larsen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kayle holds no broker registration, and Larsen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kayle charge for financial advice?

Kayle's firm, Larsen Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kayle Larsen based?

Kayle Larsen is based in El Dorado Hills, California.

### What does Kayle specialize in?

Kayle's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Kayle Larsen hold?

Kayle Larsen holds the CFP credential.

### Is Kayle Larsen registered with the SEC?

Yes. Kayle Larsen is registered as an investment adviser representative in CA and TX (CRD 2877627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Larsen Wealth Management manage?

Larsen Wealth Management reports $172.2M across 616 accounts in assets under management.

### How do I contact Kayle Larsen?

Through Kayle's website, larsenwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2877627): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://larsenwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.