Updated:
Larson Financial Planning
Larson Financial Planning is an SEC-registered investment adviser since 2021. The firm manages $186 million in regulatory assets. It has one employee and one...
Overview
Larson Financial Planning is an SEC-registered investment adviser since 2021. The firm manages $186 million in regulatory assets. It has one employee and one investment adviser.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Winchester
Corporate office
Winchester, VA, United States
Principals
Steven L. Larson
Founder and Principal
Sector focus
Frequently asked questions
Does Larson Financial Planning participate in fund commitments or direct deals?
No. The firm constructs portfolios from publicly available securities, primarily ETFs and mutual funds. It does not commit capital to private equity funds, venture capital, hedge funds, or direct real estate partnerships. This keeps liquidity high and costs transparent for its individual and family clients.
What is Larson Financial Planning's known posture on co-investments alongside external GPs?
The firm does not co-invest. Its model centers on individualized financial planning using liquid public-market instruments. There is no platform for pooled private investments, nor any history of syndicated deal participation alongside institutional general partners.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Larson Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.