Brooks Larson is a ChFC-designated registered investment advisor at Wealth Planning Advisors LLC, based in Oracle, AZ, with 13 years of industry experience. Brooks operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 38 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
Fees are negotiable. Clients that had a prior relationship with the adviser at a previous registered investment adviser firm and have become clients of WPA, may be charged a legacy fee that will be equivalent to their previous monthly fee.
Fee Estimator
Location
Oracle, AZ
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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 Activities
Brooks is involved in TYM&D, LLC for family estate planning purposes, managing real estate rented to family members. He is also a financial planner with Wealth Planning Advisors LLC and is merging his business with them, registering with both Brooks Larson Wealth Management and Wealth Planning Advisors LLC.
Employment History
Current Registrations
Wealth Planning Advisors LLC
Previous Registrations
Brooks Larson Wealth Management
Wealth Planning Systems, LLC
Kovack Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations3 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.