# Larson Financial Planning

Larson Financial Planning is a Multi Family Office based in Winchester, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** Winchester, VA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** larsonfinancial.com

## Regulatory record

- **CRD number:** 155671
- **SEC file number:** 801-121184
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-09
- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning
- Estate Planning

## People

- Steven L. Larson — Founder and Principal

## 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.

## Related profiles

- [Larson Financial Group](https://altss.com/profile/larson-financial-group)
- [Lashley Wealth Management](https://altss.com/profile/lashley-wealth-management)

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Updated: 2026-10-23T13:05:51Z

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