Melissa Larson
Larson, Orlan Blaine · Santa Clarita, California
Melissa Larson is a fee-only financial advisor at Larson, Orlan Blaine in Santa Clarita, California. Larson, Orlan Blaine reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Larson, Orlan Blaine |
|---|---|
| Based in | Santa Clarita, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.9M across 97 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7478145 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oblarson.com |
| Profile |
How Melissa's firm compares
- Larson, Orlan Blaine's average account is about $618,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Melissa
Is Melissa Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Larson, Orlan Blaine reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melissa charge for financial advice?
Melissa's firm, Larson, Orlan Blaine, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Larson based?
Melissa Larson is based in Santa Clarita, California.
Is Melissa Larson registered with the SEC?
Yes. Melissa Larson is registered as an investment adviser representative in CA (CRD 7478145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Larson, Orlan Blaine manage?
Larson, Orlan Blaine reports $59.9M across 97 accounts in assets under management.
How do I contact Melissa Larson?
Through Melissa's website, www.oblarson.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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