Timothy Larson is a CFP-designated registered investment advisor at Creative Planning, based in Brooklyn, WI, with 10 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Brooklyn, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Timothy owns a triathlon coaching business where he develops and monitors training plans. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Wipfli Financial Advisors, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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