$185.6M Total AUM
$185.6M Disc. AUM
17.1% 3Y CAGR
1 Employees
131 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial crestSummit vector +more
- Established Date
- 01-19-2011
- Office Locations
- 1
Office Locations
-- Winchester MA
About Larson Financial Planning Inc.
Larson Financial Planning is an independent, fee-only advisory firm focused on the financial needs of health care professionals. The firm provides comprehensive planning and investment guidance across key decisions like mortgage payoff, retirement readiness, pension elections, and Medicare timing. Owner and principal Christina A. Larson (RN, MSN, CFP®) leads the practice.
Team overview
-- AVG AGE
$185.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
See the complete signal summary connected to vector.
Upgrade to reveal position-level detail across capital atlas.
Full visibility includes strategy notes for alpha signal.
Upgrade to reveal position-level detail across ridge legacy.
Unlock to see real insight on prime vector ember.
See the complete signal summary connected to horizon.
Request access to benchmark trends tied to foundation optima.
Request access to benchmark trends tied to harbor.
Asset Classes
Vector capital
Client Personas
Value oak
Custodian
Alpha Vertex pathway Zenith
Fund Managers
Optima foundation
Investment Themes
Unison Optima legacy
Investment Vehicles
Glacier
Services
Beacon signal Pioneer foundation Unison ridge Matrix zenith Wave
Technology
Momentum timber Fusion alpha Harbor
Owner & Executives
C
CHRISTINA A LARSON
Chief Compliance Officer, President, Principal
- CRD
- #2267798
- Ownership
- 75% or more
(316) 724-6924
oak.catalyst@timbercapital.com
in linkedin.com/in/vertex-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,578,702 | $633,374 |
| Non-Discretionary | $0 | -- |
| Total | $185,578,702 | $633,374 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $185,578,702
Public Funds:
41.4% Equity - Exchange:
16.2% Cash:
42.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,857,386,350 | 41.4% |
| Equity - Exchange | $1,118,107,702 | 16.2% |
| Cash | $2,926,405,344 | 42.4% |
| Total | $6,901,899,396 | 100.0% |