# Larson Financial Advisors

> Larson Financial Advisors is a state-registered investment advisory firm in Cedar Park, TX, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 158618
- Filed as: LARSON FINANCIAL ADVISORS
- Legal name: Larson Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Park, TX
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158618
- AdvisorCensus page: https://advisorcensus.com/firm/larson-financial-advisors-cedar-park-tx-158618

## Quick answers

**How is Larson Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Larson Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Larson Financial Advisors located?**
Larson Financial Advisors' principal office is in Cedar Park, TX, according to its Form ADV.

**Is Larson Financial Advisors registered with the SEC or a state?**
Larson Financial Advisors is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158618.

**How much does Larson Financial Advisors manage?**
Larson Financial Advisors reports $105,124,490 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (88% discretionary).

**What types of clients does Larson Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (39); other (19).

**Does Larson Financial Advisors 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/158618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $105,124,490
- Discretionary: $93,009,796
- Non-discretionary: $12,114,694

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $32,506,521 |
| High net worth individuals | 39 | $56,487,337 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $12,114,694 |
| Other | 19 | $4,015,938 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- larsonadvisors.com
- yelp.com/biz/larson-financial-advisors-cedar-park-2
- LinkedIn @larson-financial-advisors
- Facebook facebook.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larson Financial Advisors (CRD 158618): Form ADV filing data as of October 2026.