Larson Financial Planning Inc.

Overview

Larson Financial Planning Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines fee-based services — percentage-of-AUM billing supplemented by hourly and fixed-fee engagements — with discretionary portfolio management for clients who prefer an outsourced solution. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, with discretionary authority across the firm’s client base. Larson Financial Planning Inc. is not an active ESG investor and does not position itself as a capital allocator; rather, it implements diversified, fund-centric strategies tailored to individual client goals and planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices