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LARSON FINANCIAL PLANNING INC.

CRD 155671 · SEC 801-121184

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MA, United States

Phone

781-729-1094

Fax

866-303-2410

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$185.6M

Discretionary AUM

$185.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals53$28.5M
High net worth individuals78$157.1M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD