Larson Financial Planning Inc.
● SEC registered since 2021CRD 155671SEC# 801-121184
Reg. AUM
$185.6M
Employees
1
Accounts
293
Location
—
Larson Financial Planning Inc. assets under management
Larson Financial Planning Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $185.6 million in regulatory assets under management and employs 1 people.
Larson Financial Planning Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina A Larson Control | President And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Larson Financial Planning Inc. manage?
Larson Financial Planning Inc. reports $185.6 million in regulatory assets under management on its Form ADV.
How many employees does Larson Financial Planning Inc. have?
Larson Financial Planning Inc. reports 1 employees.
Does Larson Financial Planning Inc. disclose fund performance?
Larson Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 781-729-1094 |
| Fax | 866-303-2410 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.6M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$185.6Mregulatory AUM
Discretionary $185.6M