Larson Financial Advisors

The firm is a single-advisor registered investment adviser that offers discretionary and non‑discretionary portfolio management, modular financial planning, selection of third‑party advisers, and pension consulting to individuals, employee benefit plans, trusts, estates, and other entities. It manages roughly $105 million across about 154 client relationships and accepts both direct accounts and held‑away retirement participant relationships.

Investment advice focuses on mutual funds, exchange‑traded funds, and individual equities, with a pronounced use of technical analysis techniques (point-and-figure and candlestick charting, MACD, moving average crossovers, and relative strength) to time allocations and manage risk. The firm also incorporates third‑party manager programs on the Envestnet/Placemark platform and uses the Pontera platform to review and rebalance held‑away 401(k) participant accounts.

Noteworthy differences from many peers include its solo‑practitioner structure, where the sole advisory representative both manages and supervises accounts, and a marketing/referral model that uses paid internet lead services (WiserAdvisor), direct solicitor referral fees, and occasional referral gifts from third parties. The brochure also discloses an affiliated insurance business whose agents receive commission compensation, a potential conflict of interest that the firm identifies and discloses to clients.