Larson Financial Planning, Inc.
Larson Financial Planning, Inc. (CRD# 155671) is a financial advisory firm headquartered in , . They manage $135,464,786 in 125 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Larson Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management135MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$1,083,718
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Larson Financial Planning, Inc.
1
Christina Larson (CRD# 2267798) is an Investment Advisor Representative working at Larson Financial Planning, Inc. in Winchester, MA and has over 31 years of experience in the finance industry.
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