Firm
Larson Financial Planning
Winchester, Massachusetts
Fee-only
Larson Financial Planning at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 131 individual clients, 78 of them high net worth.
- Its average account is about $633,000 (assets it manages divided by its 293 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Winchester, Massachusetts |
|---|---|
| Website | larsonfp.com |
| Phone | (781) 729-1094 |
Larson Financial Planning fees
Larson Financial Planning 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 · Fixed fees |
|---|---|
| Assets managed | $186 million |
| Individual clients | 53 |
| High-net-worth clients | 78 |
| Accounts managed | 293 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-121184) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 155671 |