Neil Larson
Edwin Lane Financial Services · Kenmore, Washington
Neil Larson is a fee-only financial advisor at Edwin Lane Financial Services in Kenmore, Washington, who holds the PFS credential. Edwin Lane Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Edwin Lane Financial Services |
|---|---|
| Based in | Kenmore, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.9M across 16 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in WA · CRD 4534466 |
| Exams passed | Series 63 (2003) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.edwinlane.com |
How Neil's firm compares
- Edwin Lane Financial Services's average account is about $994,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Neil
Is Neil Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Edwin Lane Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Edwin Lane Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Neil Larson based?
Neil Larson is based in Kenmore, Washington.
What credentials does Neil Larson hold?
Neil Larson holds the PFS credential.
Is Neil Larson registered with the SEC?
Yes. Neil Larson is registered as an investment adviser representative in WA (CRD 4534466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Edwin Lane Financial Services manage?
Edwin Lane Financial Services reports $15.9M across 16 accounts in assets under management.
How do I contact Neil Larson?
Through Neil's website, www.edwinlane.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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