Melissa Larson
Melissa Larson is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 27 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10900 NE 4th Street, Ste 2300, #2413, Bellevue, WA, 98004
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Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Melissa is an agent/representative at Pacific Capital Resource Group, providing comprehensive planning support for various insurance products and financial planning, dedicating nearly full-time hours. She is also a member of Grass Wealth Management, LLC, spending minimal time there, primarily meeting referred clients and being listed as an advisor on their website.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Advisory Resource Group, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations18 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.