Firm
Larsen Financial Services
Geraldine, Montana
Fee-only
Larsen Financial Services at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $215,000 (assets it manages divided by its 23 accounts).
Facts
| Based in | Geraldine, Montana |
|---|---|
| Phone | (406) 788-3064 |
Larsen Financial Services fees
Larsen Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $5 million |
| Individual clients | 8 |
| Accounts managed | 23 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | March 14, 2026 |
| SEC record | CRD 153465 |