Larson Wealth Management, LLC fees and pricing

Financial planner in West Bend, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Larson Wealth Management, LLC charges $200 an hour 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.

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

“All fees charged by LWM for advisory services are negotiable.”
“One-half of the quoted fee is payable upon commencement of services with the balance due upon delivery of the written plan or completion of consulting services.”
“Any fee due will be prorated to the date of termination.”

Its hourly rate of $200 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.
None of the 2 other planners in West Bend that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2013 (13 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 100
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $59,219,540
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 168272
Website: larsonwealth.com (opens in new tab)
Phone: (262) 353-9700

Is something on this page wrong or out of date?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.