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LARSON FINANCIAL ADVISORS
LARSON FINANCIAL SERVICES, INC.
CRD 158618
13625 RONALD REAGAN BLVD., BUILDING 10 SUITE 100, CEDAR PARK, TX, 78613, United States
Phone
512-910-2722
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.1M
Discretionary AUM
$93.0M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $32.5M |
| High net worth individuals | 39 | $56.5M |
| Pension/profit sharing plans | 3 | $12.1M |
All web addresses on file
Official SEC filing: View on IAPD