Larson, Orlan Blaine fees and pricing

Financial planner in Santa Clarita, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Larson, Orlan Blaine charges an annual fee of $1⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1⁠-⁠$20,000/yr; “The annual fee will vary from $1 to $20,000 depending on client’s needs.”

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

“Fees are charged on a quarterly basis and billed in advance.”
“Fees will be prorated (using the number of days remaining in the billing period) if services are terminated by either client or me with 30 days’ written notice.”
“One-fourth of the annual fee will be paid quarterly, in advance.”

Its annual fee of $1-$20,000 spans the California median of $6,250. 70% of the 224 other California planners that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 54
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $59,914,429
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 134604
Website: twitter.com/OrlanLarson (opens in new tab)
Phone: (661) 296-8724

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.