A complete list of active advisors currently associated with Larson Wealth Management, LLC

Warmer can help you find a great advisor at Larson Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Larson Wealth Management, LLC, 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.

Name	Location	Years of experience
Don Larson	Mesa, AZ	20

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