LARSEN WEALTH MANAGEMENT
  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Blog
  • Contact
  • Client Access Portals

Comprehensive Wealth Management

Our All Inclusive Value Package*

​We say "Get More For Your Money" because we include so many more services for the same fee or less than you would pay many other firms for investment management alone.  Your life is much more complex that just that one subject and our clients appreciate the time, knowledge and resources we commit to them, to ensure they are advised, protected and prepared in every area. They also appreciate that as a NAPFA registered investment advisor, we are only compensated by them and there are no hidden fees, commissions or conflicts of interest.

Although what you see below is a significant offering, it doesn't stop there. Our main focus is to help simplify your life by giving you the tools to keep you organized and on top of every changing life event. Check out the Larsen Wealth Management Family Wealth Map System, also included in this package.

We are available to families with a minimum of $500,000.00* in assets.
*The exception to that is if you are not retired and still in the accumulation phase. In that case we will start at $350,000.00. 
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Larsen Wealth Management, LLC
Typical Fee-Based Advsior
  Commissioned Advisors 
Form of Compensation
Fee Only
Fees and Commissions
Commission
Cost To Client
Fees start at $1875 per quarter
Example: $750,000 portfolio-$1875.00 per quarter plus commissions?
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 Fiduciary Duty
Yes
Yes
No
Portfolio Analysis 
Yes
Yes
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Investment Management
​(Ongoing)
Yes
Yes
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Goal Setting and Monitoring
Yes
Yes
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Cash Flow Planning
Yes
Yes
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Social Security Planning
Yes
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Retirement Planning
Yes
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Financial Position Review
Yes
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Tax Minimization
Yes
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Estate Planning
Yes
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Insurance Reviews
Yes
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Health Care Planning
Yes
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Major Purchase Planning
Yes
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Coordination with Attorney's, CPA's, etc.
Yes
?
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Unbiased Advice (Not influenced by products or affiliations)
Yes
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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Blog
  • Contact
  • Client Access Portals