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Samuel Lawhon

Larson Financial Group, LLC
6 Years of Experience
Houston, TX
2 DisclosuresBroker
View SEC Summary
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Samuel Lawhon is a registered investment advisor at Larson Financial Group, LLC, based in Houston, TX, with 6 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,961 clients with $5.5B in assets under management.

Larson Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
4,961 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees for assets over $5,000,000 are negotiable. Other specialized programs may charge up to 2.25% and a $600 annual service fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3737 Buffalo Speedway, Ste 400, Houston, TX, 77098

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2020
Final Disposition
Financial
November 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Samuel operates Intrua Financial as a DBA for his LPL business and is a Research Assistant for Intrua Financial LLC, spending nearly full-time on this. He is also the Director of Investments for Freedom Wealth Alliance, dedicating about half of his time to this role.

Employment History
Current Registrations
Larson Financial Group, LLC
August 2026 - Present · 2 mos
Larson Financial Securities, LLC
August 2026 - Present · 2 mos
Larson Financial Securities, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
LPL Financial LLC
May 2022 - October 2022 · 5 mos
Intrua Financial
January 2020 - July 2026 · 6 yrs 6 mos
LPL Financial LLCBroker
August 2019 - July 2026 · 6 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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