Randall Larson
Randall Larson is a CFP-designated registered investment advisor at 25 Financial, based in Saint Louis, MO, with 15 years of industry experience. Randall 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 505 clients with $550M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
Asset management fees for some types of investments such as alternative investments may be charged at up to 2.00% annual fee due to the complexity involved in advising these types of assets. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
135 West Adams Avenue, Saint Louis, MO, 63122
Get directionsHistory
Regulatory History (6)
Civil
January 2025Investigation
January 2025Regulatory
September 2024Customer Dispute
April 2024Employment Separation After Allegations
October 2023Customer Dispute
March 2019Other Business ActivitiesSells Insurance
Randall is an agent for Randall Larson LLC, providing insurance services and sales, dedicating about 10-20% of his time. He also owns several other businesses, including a law firm, film production company, non-profit foundation, real estate agency, back office support business for advisors, real estate management company, car rental company, and office rental space company.
Employment History
Current Registrations
25 Financial
Previous Registrations
Great Point Capital LLCBroker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations2 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.