Rorik Larson is a CFP-designated registered investment advisor at Essential Financial Strategies, based in Orland Park, IL, with 15 years of industry experience. Rorik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Essential Financial Strategies offers investment management as part of its Wealth Retainer service, which is billed as a flat annual fee rather than a percentage of your portfolio. The annual fee generally ranges from $6,000 to $20,000 or more, depending on the complexity of your financial situation, your total income, and your assets. Fees are billed quarterly in advance. If you use an independent sub-advisor recommended by Essential Financial Strategies for your portfolio, that sub-advisor will charge a separate and additional fee.
Contact
Rorik Larson
Location
Orland Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Essential Financial Strategies
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.
Exams
Additional Information
Rorik holds anMBAwith a specialization in Financial Planning. In addition to being a CFP(R), he passed a rigorous three part exam process and is admitted to practice before the IRS as anEnrolled Agent.
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