Rorik Larson
Essential Financial Strategies · Palos Heights, Illinois
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.
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Specialties
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 |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in IL · CRD 5771835 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | essentialfinancialstrategies.com |
How Rorik's firm compares
- Ongoing planning starts at $6,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the Illinois median of $2,625 for fee-only firms that publish prices.
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Questions about Rorik
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.
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
- Essential Financial Strategies 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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