William Larson
William B. Larson, CPA · Dallas, Texas
William Larson is a fee-only financial advisor at William B. Larson, CPA in Dallas, Texas. William charges hourly fees ($75 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | William B. Larson, CPA |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Hourly |
| Fees (firm's website) | $75 an hour |
| SEC registration | Investment adviser representative in LA, TX · CRD 6176175 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.larsoncpa.com |
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Questions about William
Is William Larson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and William B. Larson, CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges hourly fees.
How much does William charge?
According to William B. Larson, CPA's website, checked October 30, 2026: $75 an hour.
Where is William Larson based?
William Larson is based in Dallas, Texas.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning and tax planning. William works with early-career professionals and pre-retirees.
Is William Larson registered with the SEC?
Yes. William Larson is registered as an investment adviser representative in LA and TX (CRD 6176175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact William Larson?
Through William's website, www.larsoncpa.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
- William B. Larson, CPA 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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