|
⚲
|
| Keyboard |
| Larson Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 155671 |
| SEC # | 801-121184 |
| CIK # | |
| AUM | 185.6 M (2026-03-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-729-1094 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 28.5 |
| (b) Individuals (high net worth individuals) | 78 | 157.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 185.6 |
| By Discretionary | ||
| Discretionary | 293 | 185.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 185.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.6 | |
| Total | 293 | 185.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Merited Wealth LLC
✚
|
FL | 186.1 M |
|
Retirement Financial Group LLC
✚
|
TX | 185.9 M |
|
Hudson Portfolio Management LLC
✚
|
NY | 185.9 M |
|
Scott W Hancock
✚
|
185.9 M | |
|
Lifetime Wealth Management LLC
✚
|
185.8 M | |
|
SF Ehrlich Associates Inc
✚
|
NJ | 185.8 M |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 185.6 M |
|
CPWA LLC
✚
|
OR | 185.5 M |
|
Hoffman Capital Advisors LLC
✚
|
PA | 185.4 M |
|
Halberstadt Financial Consultants Inc
✚
|
NJ | 185.0 M |