Larsen Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“The fixed rate for creating client financial plans is between $1,500 and $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Larsen Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty, for a full refund of LAI’s fees, within five business days of signing the Financial Planning Agreement.”
• “Clients may terminate the agreement without penalty for a full refund of LAI's fees within five business days of signing the Investment Advisory Contract.”
• “Client may select the method in which they are billed.”

How Larsen Wealth Management’s fees compare

• Its flat or project fee of $1,500-$2,500 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in El Dorado Hills that publish a flat or project fee charge less.

About Larsen Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

120

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$172,213,327

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146620

Website

larsenwealthmanagement.com (opens in new tab)

Phone

(916) 939-6860

Can advise clients in 2 states: California, Texas

Other planners in El Dorado Hills that publish fees

• Bridgeview Capital Advisors, Inc.El Dorado Hills$350/hr, $700
• Continuum Financial Partners, LLCEl Dorado Hills$260/hr, $975⁠-⁠$19,500
• Polaris Capital Management LLCEl Dorado Hills$8,000/yr
• Rossi Financial GroupEl Dorado Hills$2,500⁠-⁠$25,000
• Vortalis Wealth Management LLCEl Dorado Hills$200/hr

Compare all 11 planners in El Dorado Hills