Ronald Larson is a registered investment advisor at Larson Wealth Management, LLC, based in West Bend, WI, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 100 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and charged monthly as a percentage of assets under management, up to a maximum of 2.0% annually.
Fee Estimator
Location
1755 West Paradise Drive, West Bend, WI, 53095
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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
Ronald is the owner of Larson Wealth Management ISAN LLC, a registered investment advisory firm, dedicating nearly full-time hours to this role. He also coached high school basketball from November 2013 to March 2014.
Employment History
Current Registrations
Larson Wealth Management, LLC
Previous Registrations
LPL Financial LLC
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.
Exams
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