Larson Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“We charge a fixed fee for our financial planning services with an annual minimum fee of $5,000.”

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

How Larson Financial Advisors bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Our fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “The advisory fee you pay to the TPA is established and payable in accordance with the brochure provided by each TPA to whom you are referred.”

How Larson Financial Advisors’ fees compare

• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Cedar Park that publish a flat or project fee charge less.

About Larson Financial Advisors

• Firm size: 3 employees.
• Founded: 1996 (30 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

Minimum

$5,000 minimum fee (stated in brochure)

Clients

154

Employees

3

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$105,124,490

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158618

Website

yelp.com/biz/larson-financial-advisors-cedar-park-2 (opens in new tab)

Phone

(512) 910-2722

Can advise clients in 2 states: Minnesota, Texas

Other planners in Cedar Park that publish fees

• Boyce & Associates Wealth Consulting, Inc.Cedar Park$250⁠-⁠$3,500/mo
• III Financial, LLCCedar Park$6,000/yr
• Ironoak WealthCedar Park$150/hr, $12,500
• Ismail, MustafaCedar Park$250/hr
• Lakeline FinancialCedar Park$275/hr, $1,000⁠-⁠$25,000/yr
• Momentum Private Wealth ManagementCedar Park$6,000

Compare all 14 planners in Cedar Park