Larson Financial Advisors

Larson Financial Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 3 employees and 154 individual clients, 39 of them high net worth.
• Its average account is about $211,000 (assets it manages divided by its 499 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Larson Financial Advisors fees

Larson Financial Advisors 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

Advisors at this firm (2)

• Craig Larson

• Justin Garcia

Other fee-only firms in Cedar Park

• Momentum Private Wealth Management LLC
• Resonance Financial
• SAN Gabriel Capital
• Sovereign Asset Advisors
• True Financial Group
• Versai Wealth Management
• White River Investments
• III Financial, LLC

Fee-only advisors in Texas