Kayle Larsen
Larsen Wealth Management · El Dorado Hills, California
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.
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Specialties
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 | $172.2M across 616 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2877627 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | larsenwealthmanagement.com |
| Profile |
How Kayle's firm compares
- Larsen Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 616 accounts).
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Questions about Kayle
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.
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
- Larsen Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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