Larson Wealth Management, LLC
Larson Wealth Management, LLC (CRD# 160847) is a financial advisory firm headquartered in Tempe, AZ. They manage $4,500,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$64,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Don Larson (CRD# 3208491) is an Investment Advisor Representative working at Larson Wealth Management, LLC in Tempe, AZ and has over 13 years of experience in the finance industry. Don Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.