PL
PL

Paige Larson

4 Years of Experience
Alpharetta, GA

Paige Larson is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, with 4 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paige is a shareholder/family member of Starion Bancorporation, dedicating minimal time to philanthropy planning, board meetings, and family business meetings since 1994. Paige is also an Account Executive at Alliant Employee Benefits, spending a few hours per week preparing plan reviews.

Employment History
Current Registrations
Alliant Retirement Consulting
December 2024 - Present · 1 yr 7 mos
Previous Registrations
World Investment Advisors, LLC
January 2022 - November 2024 · 2 yrs 10 mos
Forusall
May 2021 - November 2021 · 6 mos
State Registrations2 states
AZTX
Advisor

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.
Paige Larson - Financial Advisor | TrueAdvisor