Shane Larson is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Corte Madera, CA, with 13 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,986 clients with $9.5B 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 | 1.50% |
Fees generally range up to 1.50% annually, depending on factors such as the scope and complexity of services, the level of assets, and the overall client relationship. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
Corte Madera, CA
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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 →Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Main Street Research LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Splarson Financial Planning, LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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
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