Larson Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,993,858
Clients
154
Advisors
2
of 3 employees
About
Larson Financial Advisors serves individual investors (including retirement plan participants), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, modular financial planning, selection of other advisers, and pension consulting. The firm offers both discretionary and non-discretionary arrangements and provides participant education and enrollment support for employer-sponsored plans.
The firm tailors advice using a mix of in-house model portfolios, third‑party managers on the Envestnet/Placemark platform, and technical analysis techniques (point-and-figure, candlestick, MACD, moving averages, relative strength) which it says is used for many clients; it also uses financial planning software for written plans and ongoing reviews. For held‑away defined contribution accounts it uses a third‑party platform (Pontera) to connect and rebalance participant allocations and notifies clients after each review.
Distinctive features in the brochure include a small advisory team managing roughly $105 million across two offices while relying on external managers and platforms, a paid internet lead/referral arrangement (WiserAdvisor) with one‑time referral fees, and occasional non‑monetary referral gifts from a bullion dealer; the firm also discloses an affiliated insurance business that generates commission compensation and is a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fee for financial planning services, negotiable based on complexity and scope
Negotiable up to 2% annually (not tiered)
Account minimum: $500,000 Minimum fee: $6,250 minimum annual fee for advisory services other than portfolio management Fee-only: Financial planning fixed fee with annual minimum of $5,000
Main office
13625 Ronald Reagan Blvd., Building 10 Suite 100
Cedar Park TX 78613
Advisors at this office
2
Most active in
Minnesota · Texas
Also doing business as
Larson Financial Advisors · Larson Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Craig L
Series 63, Series 66
Cedar Park, TX
Larson Financial Advisors
Craig Larson is the principal of Larson Financial Advisors in Bloomington, MN, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Larson Financial Services, Inc., doing business as Larson Financial Advisors, since 1996. Larson is also an independent insurance agent through Tax Advantaged Retirement Consultants, LLC, holding the CLU and LUTCF designations. Larson Financial Advisors provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, and other entities. The firm serves both individual investors and plan sponsors, using technical analysis alongside fundamental and cyclical strategies, managing approximately $99 million in assets for around 155 households.
Justin G
Series 65
Cedar Park, TX
Larson Financial Advisors
Justin Garcia is a financial advisor at Larson Financial Advisors with a Series 65 designation and one year of industry experience. Before joining Larson Financial Advisors in 2026, he worked at Amazon Web Services for seven years and Velocity Electronics for four years. Larson Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, pension consulting, and participant education. The firm uses a combination of in-house model portfolios, third-party managers, and technical analysis techniques to tailor advice for its clients.
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