# Larson Financial Planning Inc.

> Larson Financial Planning Inc. is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 155671
- Filed as: LARSON FINANCIAL PLANNING INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155671
- AdvisorCensus page: https://advisorcensus.com/firm/larson-financial-planning-inc-155671

## Quick answers

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

**How much does Larson Financial Planning Inc. charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Larson Financial Planning Inc. registered with the SEC or a state?**
Larson Financial Planning Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 155671.

**How much does Larson Financial Planning Inc. manage?**
Larson Financial Planning Inc. reports $185,578,702 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Larson Financial Planning Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Larson Financial Planning Inc.: Regulatory assets under management: $109,000,000 in the October 2021 data and $185,578,702 in the October 2026 data, up 70%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Larson Financial Planning Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (78); individuals (other than high net worth individuals) (53).

**Which custodians does Larson Financial Planning Inc. use?**
Larson Financial Planning Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Larson Financial Planning Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155671

**Does Larson Financial Planning Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "LFP generally imposes a minimum relationship size of $500,000 for establishing a relationship. The minimum may be reduced or waived at the sole discretion of the Advisor."

**What changed in Larson Financial Planning Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $166,267,241 to $185,578,702 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.50% based on the size of the relationship, services to be offered and the complexity of the Client’s situation.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> LFP generally imposes a minimum relationship size of $500,000 for establishing a relationship. The minimum may be reduced or waived at the sole discretion of the Advisor.

- Hourly rate: $250 an hour (financial planning services)

> LFP offers financial planning services either on an hourly basis or for a fixed fee. Hourly fees are at a rate of $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,578,702
- Discretionary: $185,578,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $28,508,389 |
| High net worth individuals | 78 | $157,070,313 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- larsonfp.com
- LinkedIn @christinaalarson

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,000,000 | 1 | April 9, 2021 |
| October 2022 | $134,000,000 | 2 | February 24, 2022 |
| October 2023 | $117,000,000 | 1 | March 24, 2023 |
| October 2024 | $135,464,786 | 1 | January 31, 2024 |
| October 2025 | $166,267,241 | 1 | February 19, 2025 |
| October 2026 | $185,578,702 | 1 | March 9, 2026 |

Regulatory assets under management: $109,000,000 in the October 2021 data and $185,578,702 in the October 2026 data, up 70%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $166,267,241 to $185,578,702 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larson Financial Planning Inc. (CRD 155671): Form ADV filing data as of October 2026.