Larson Financial Planning (LFP) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. LFP creates customized investment strategies based on client goals, risk tolerance, and financial situations, typically using diversified mutual funds and exchange-traded funds (ETFs). LFP also offers financial planning services covering areas like investment planning, retirement planning, and education savings. Clients are not obligated to implement LFP's recommendations.
Fee Structure
Larson Financial Planning's investment management fees range from 0.50% to 1.50% of the value of your investments each year, depending on the size of your portfolio, the services offered, and the complexity of your financial situation. Fees are paid quarterly, in advance.