Don Larson is a CFP-designated registered investment advisor at Larson Wealth Management, LLC, based in Mesa, AZ, with 19 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 267 clients with $36M 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 $50K | 1.25% |
| $50K - $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.65% |
Discounts or fee reductions may be offered to clients on a case by case basis.
Fee Estimator
Location
1118 N Recker Rd, Suite 107, Mesa, AZ, 85205
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2012Judgment / Lien
December 2011Customer Dispute
July 2010Other Business Activities
Don owns and manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services, dedicating about 10-20% of his time. He also serves as Secretary/Treasurer for AEM International (US) LTD, spending about 10-20% of his time.
Employment History
Current Registrations
Larson Wealth Management, LLC
Previous Registrations
Larson Wealth Management, LLC
Steele Larson Anderson Wealth Management
State Registrations1 state
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.