Thomas Larson
Dunnavan & · Minneapolis, Minnesota
Thomas Larson is a fee-only financial advisor at Dunnavan & in Minneapolis, Minnesota. Dunnavan & reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dunnavan & |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $392.7M across 231 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5784638 |
| Exams passed | Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.dunnavan.com |
How Thomas's firm compares
- Dunnavan &'s average account is about $1.7 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Thomas
Is Thomas Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Dunnavan & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Dunnavan &, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Larson based?
Thomas Larson is based in Minneapolis, Minnesota.
Is Thomas Larson registered with the SEC?
Yes. Thomas Larson is registered as an investment adviser representative in MN (CRD 5784638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dunnavan & manage?
Dunnavan & reports $392.7M across 231 accounts in assets under management.
How do I contact Thomas Larson?
Through Thomas's website, www.dunnavan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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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