Larson Patty
Rothman Investment Management · Atascadero, California
Larson Patty is a fee-only financial advisor at Rothman Investment Management in Atascadero, California, who holds the CFP, CKA and EA credentials. Larson charges a percentage of assets, a one-time planning fee, hourly fees and an ongoing planning fee (ongoing planning from $5,000 a year and one-time plans from $4,000).
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Facts
| Firm | Rothman Investment Management |
|---|---|
| Based in | Atascadero, California |
| Fee model | Percentage of assets · One-time planning fee · Hourly · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · One-time plans from $4,000 · $400 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $104.6M across 479 accounts |
| Credentials | CFP · CKA · EA · BS · CFA · CPA · MBA |
| SEC registration | Investment adviser representative in CA, TX, WY · CRD 7604628 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rothmaninvest.com |
How Larson's firm compares
- Ongoing planning starts at $5,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the California median of $300 for fee-only firms that publish prices.
- Rothman Investment Management's average account is about $218,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Larson
Is Larson Patty a fee-only financial advisor?
Yes. Larson Patty is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Larson's firm.
How does Larson charge for financial advice?
Larson charges a percentage of assets, a one-time planning fee, hourly fees and an ongoing planning fee.
How much does Larson charge?
According to Rothman Investment Management's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $4,000; $400 an hour; 1% a year on the first tier of assets managed.
Where is Larson Patty based?
Larson Patty is based in Atascadero, California.
What credentials does Larson Patty hold?
Larson Patty holds the CFP, CKA, EA, BS, CFA, CPA and MBA credentials.
Is Larson Patty registered with the SEC?
Yes. Larson Patty is registered as an investment adviser representative in CA, TX and WY (CRD 7604628), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rothman Investment Management manage?
Rothman Investment Management reports $104.6M across 479 accounts in assets under management.
How do I contact Larson Patty?
Through Larson's website, rothmaninvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Rothman Investment Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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