William B. Larson, CPA, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, William B. Larson, CPA, LLC charges $75 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75/hr
“Larson, CPA, LLC is compensated by a per hour fee at a rate of $75 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How William B. Larson, CPA, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm also offers accounts payable / bill analysis and recordkeeping maintenance for those who lack the time or are no longer competent to perform these tasks.”
How William B. Larson, CPA, LLC’s fees compare
- Its hourly rate of $75 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 56 other planners in Dallas that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About William B. Larson, CPA, LLC
“The firm provides analysis and recommendations in areas including budgeting, cash flow, balance sheet strength and credit capacity, insurance coverages (life, health, disability, property, liability), income taxes (including return preparation), retirement plans and retirement planning, investment allocation and…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 75
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167367
- Phone
- (214) 417-8665
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.