Larson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,982,330
Clients
183
Advisors
1
of 1 employees
About
The firm provides investment supervisory and investment consulting services to a mix of individual and institutional clients, including high‑net‑worth individuals, family limited partnerships, family offices, corporate and Taft‑Hartley employee benefit plans, endowments, foundations and charitable trusts. Services described in the brochure include discretionary and non‑discretionary portfolio management, comprehensive financial planning reports, pension consulting for employer‑sponsored retirement plans, and limited income tax return preparation.
Investment decisions are guided by customized strategic asset allocations across large‑ and small‑cap equities, foreign stocks, domestic and foreign fixed income, and cash equivalents, with mutual funds and ETFs forming the core of client portfolios. The firm combines fundamental and technical analysis, targets a 12–60 month investment horizon, and conducts portfolio reviews at least quarterly while offering both discretionary trading authority and non‑discretionary advisory reports.
Noteworthy features disclosed in the brochure include an unusually large client load for a solo independent adviser (roughly 262 clients) and active engagement with pooled and institutional vehicles — including pension and profit‑sharing plans, ERISA‑related consulting, and plan participant education. The advisor also provides incidental tax preparation under a PTIN and is licensed to sell life, disability, and long‑term care insurance (with commissions disclosed), services the brochure describes as optional and subject to conflict‑of‑interest disclosure.
Client services
Expertise
Occupation focus
Fee options
Non-Discretionary Asset Management: $2,500 - $25,000 annually based on portfolio size, billed quarterly
$25,000 - $49,999: 1.25% $50,000 - $249,999: 1.00% $250,000 - $499,999: 0.85% $500,000 - $999,999: 0.75% $1,000,000+: 0.65%
Account minimum: $25,000 Fee-only: Comprehensive Financial Plan Reports: $500 - $2,500 one-time fee; Income Tax Preparation: $250 - $750 (individual returns), $550 - $1,500 (business returns)
Main office
1118 N Recker Rd, Suite 107
Mesa AZ 85205
Advisors at this office
1
Most active in
Arizona
Also doing business as
Larson Financial Solutions, LLC · Larson Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
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