Craig Larson
Craig Larson is a registered investment advisor at Larson Financial Advisors, based in Cedar Park, TX, with 25 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 160 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Larson Financial Advisors charges a percentage of the assets they manage for portfolio management services. The exact fee is negotiable but will not exceed 2% annually. Fees are billed either monthly or quarterly in advance, based on the value of your account. There is a minimum account value of $500,000 or a minimum annual fee of $6,250, but this may be waived at the firm's discretion.
Location
13625 Ronald Reagan Blvd., Building 10 Suite 100, Cedar Park, TX, 78613
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is an independent insurance agent for various independent insurance companies through Tax Advantaged Retirement Consultants, LLC. He is also a property manager for a commercial office building through Tsalach Properties, LLC.
Employment History
Current Registrations
Larson Financial Advisors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Legacy Wealth Advisors, LLC
Financial Education Associates, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.