Victor Larsen
Larsen Financial Management · San Antonio, Texas
Victor Larsen is a fee-only financial advisor at Larsen Financial Management in San Antonio, Texas, who holds the CFP credential. Larsen Financial Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Retirees
Facts
| Firm | Larsen Financial Management |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.3M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1712015 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.larsenim.com |
| Profile |
How Victor's firm compares
- Larsen Financial Management's average account is about $95,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Victor
Is Victor Larsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Larsen Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, Larsen Financial Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Victor Larsen based?
Victor Larsen is based in San Antonio, Texas.
What credentials does Victor Larsen hold?
Victor Larsen holds the CFP credential.
Is Victor Larsen registered with the SEC?
Yes. Victor Larsen is registered as an investment adviser representative in TX (CRD 1712015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Larsen Financial Management manage?
Larsen Financial Management reports $1.3M across 14 accounts in assets under management.
How do I contact Victor Larsen?
Through Victor's website, www.larsenim.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
- Larsen Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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