William B. Larson, CPA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive personal financial reviews and planning for individuals, with a stated focus on young professionals, middle‑income workers and retirees, and also serves businesses and other legal entities with consulting on transactions, cash flow and treasury matters. Services include tax preparation and planning, insurance and retirement planning, investment allocation advice, and practical assistance such as accounts payable/bill analysis and recordkeeping.
Its investment approach emphasizes asset allocation and diversification—using a top‑down macroeconomic framework and Modern Portfolio Theory—and favors passive index funds for core exposure while permitting limited tactical allocations for client preferences. The firm delivers non‑discretionary advice only and does not custody or directly manage client investment accounts.
Notable for an independent advisory practice, the firm is structured as a CPA/accounting firm and integrates accounting and tax expertise into its financial planning work, and it also offers educational seminars and workshops to clients and the public. Unlike most peers, it does not provide ongoing portfolio management or percentage‑of‑AUM fee arrangements, instead engaging on an hourly, project‑oriented basis and avoiding product commissions or referral fees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$75 per hour, non-negotiable, with possible higher rates for certain services
Fee-only: $75 per hour, non-negotiable, may be higher for unique skills or higher risk services
Main office
Dallas TX
Advisors at this office
1
Most active in
Louisiana · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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