# Essential Financial Strategies

> Essential Financial Strategies is a state-registered investment advisory firm in Palos Heights, IL, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated January 21, 2026.

- CRD: 153415
- Filed as: ESSENTIAL FINANCIAL STRATEGIES
- Legal name: Larson, Rorik Wallace
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palos Heights, IL
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153415
- AdvisorCensus page: https://advisorcensus.com/firm/essential-financial-strategies-palos-heights-il-153415

## Quick answers

**How is Essential Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Essential Financial Strategies reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Essential Financial Strategies located?**
Essential Financial Strategies' principal office is in Palos Heights, IL, according to its Form ADV.

**Is Essential Financial Strategies registered with the SEC or a state?**
Essential Financial Strategies is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 153415.

**Does Essential Financial Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153415

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- essentialfinancialstrategies.com
- Facebook @EssentialFinancialStrategies.com
- LinkedIn @essential-financial-strategies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Essential Financial Strategies (CRD 153415): Form ADV filing data as of October 2026.