A complete list of active advisors currently associated with Larson Financial Planning Inc.

Warmer can help you find a great advisor at Larson Financial Planning Inc. or one who fits your needs even better.

Larson Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm serves as a fiduciary and offers portfolio management, retirement-account rollover guidance, and ongoing financial planning and consulting engagements. The firm builds customized, primarily long-term portfolios using diversified mutual funds and ETFs selected through a fundamental analysis process, while occasionally incorporating individual stocks and bonds to meet specific client needs. Clients receive continuous monitoring and portfolio supervision, with rebalancing, tax-loss harvesting, and the option to place reasonable investment restrictions on their accounts. With roughly $185.6 million in discretionary assets under management and a stated minimum relationship size of $500,000, the practice manages a level of assets that is larger than typical for many small independent advisory practices and suggests a focus on wealthier households. The lead advisor holds CFP certification and an advanced degree, the firm participates on the Schwab Advisor Services platform (receiving technology and support), limits custody to fee deduction rather than full custody, and does not accept proxy-voting responsibilities; financial planning is available on an hourly or fixed-fee basis and clients may be referred to outside specialists when appropriate.

To learn more about the advisors currently working at Larson Financial Planning Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.