Neil Larson
Neil Larson is a PFS-designated registered investment advisor at Edwin Lane Financial Services, LLC, based in Kenmore, WA, with 22 years of industry experience. Neil 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $16M 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 | 1.00% |
Fee Estimator
Location
Kenmore, WA
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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 ActivitiesSells Insurance
Neil owns Neil E. Larson, CPA, PLLC, a non-investment related CPA firm, and offers accounting, tax, and small business consulting services. He also offers insurance to the general public and provides services to several other small companies and real estate investments.
Employment History
Current Registrations
Edwin Lane Financial Services, LLC
Previous Registrations
Fsic
FsicBroker
Seidman Private Securities LLCBroker
Seidman Private Advisors LLC
Seidman Private Securities LLCBroker
Edwin Lane Financial Services, LLC
State Registrations1 state
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