Christina Larson is a CFP-designated registered investment advisor at Larson Financial Planning INC., based in Winchester, MA, with 16 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 126 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Larson Financial Planning's investment management fees range from 0.50% to 1.50% of the value of your investments each year, depending on the size of your portfolio, the services offered, and the complexity of your financial situation. Fees are paid quarterly, in advance.
Location
Winchester, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Larson Financial Planning INC.
Previous Registrations
Winslow, Evans & Crocker, INC.
State Registrations1 state
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