PlannerFees

Larson Wealth Management, LLC fees and pricing

Financial planner in Mesa, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Larson Wealth Management, LLC charges a flat or project fee of $500⁠-⁠$2,500 and an annual fee of $2,500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$2,500
“The fee for the Financial Plan Report ranges from $500 - $2,500 depending on the complexity of a client’s circumstances and the estimated difficulty in thoroughly assessing a client’s needs and objectives.”
Annual fee
$2,500⁠-⁠$25,000/yr
“The annual fee ranges between $2,500 -$25,000 on a flat dollar basis.”

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

How Larson Wealth Management, LLC bills

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

  • “Clients are billed separately for each service rendered by Larson Wealth Management, LLC.”
  • “The monthly fee is assessed in arrears to the investment accounts under management upon each month-end.”
  • “Because management fees are billed in arrears, no fees will be refunded.”

How Larson Wealth Management, LLC’s fees compare

  • Its flat or project fee of $500-$2,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 4 of the 11 other planners in Mesa that publish a flat or project fee charge less.
  • Its annual fee of $2,500-$25,000 spans the Arizona median of $10,000. 74% of the 43 other Arizona planners that publish an annual fee charge less.

About Larson Wealth Management, LLC

“Larson Wealth Management provides services to individual and institutional clients, including high-net worth individuals; family limited partnerships; family offices; corporate and Taft-Hartley employee benefit plans; endowments, foundations and charitable trusts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Don C. Larson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

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
1.25% a year
Clients
183
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting
Assets managed
$37,096,140
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
160847
Website
larsonwm.com (opens in new tab)
Phone
(480) 699-5540

Other planners in Mesa that publish fees

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