# Rorik Larson

> Rorik Larson is a fee-only financial advisor at Essential Financial Strategies in Palos Heights, Illinois, who holds the CFP, EA and MBA credentials. Rorik charges an ongoing planning fee, a one-time planning fee and a flat fee or retainer (ongoing planning from $6,000 a year and one-time plans from $1,500) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/rorik-larson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Essential Financial Strategies
- **Based in:** Palos Heights, Illinois
- **Fee model:** Ongoing planning fee; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $1,500
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, EA, MBA
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 5771835 (https://adviserinfo.sec.gov/individual/summary/5771835)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://essentialfinancialstrategies.com

## Frequently asked questions

### Is Rorik Larson a fee-only financial advisor?

Yes. Rorik Larson 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 Rorik's firm.

### How does Rorik charge for financial advice?

Rorik charges an ongoing planning fee, a one-time planning fee and a flat fee or retainer.

### How much does Rorik charge?

According to Essential Financial Strategies's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $1,500.

### Where is Rorik Larson based?

Rorik Larson is based in Palos Heights, Illinois.

### What does Rorik specialize in?

Rorik's specialties include tax planning and retirement planning.

### What credentials does Rorik Larson hold?

Rorik Larson holds the CFP, EA and MBA credentials.

### Is Rorik Larson registered with the SEC?

Yes. Rorik Larson is registered as an investment adviser representative in IL (CRD 5771835), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Rorik Larson?

Through Rorik's website, essentialfinancialstrategies.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5458): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://essentialfinancialstrategies.com/): specialties, clients served, and fees, checked October 28, 2026

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