Larson Financial Advisors

Financial planning in Cedar Park, TX

State registeredNo commissions reported

Call (512) 910-2722 Send a message Map ↗

Public-record details

Address: 13625 Ronald Reagan Blvd., Building 10 Suite 100, Cedar Park, TX 78613
Phone: (512) 910-2722
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Larson Financial Services, INC.
CRD number: 158618
Registration: State registered: MN, TX
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $105.1 million
Accounts managed: 499
Clients reported (Form ADV 5.D): 176
Individual / high-net-worth clients: 115 / 39
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-04

State registered (MN, TX) investment adviser, CRD 158618, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 158618 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Cedar Park

Boyce & Associates Wealth Consulting, INC.3109 Kenai Dr., Ste 107 · Cedar Park, TX 78613 · (512) 522-4838 · Financial planningCRD 288157 · % of assets, Fixed fees · $244.6 million AUMSEC registeredNo commissions reported Empower Wealth Management715 Discovery Blvd, Suite 205 · Cedar Park, TX 78613 · (512) 833-6557 · Financial planningCRD 305031 · % of assets, Hourly charges, Fixed fees · $349.3 million AUMSEC registeredNo commissions reported Freedom Day Wealth Management LLC1320 Arrow Point Dr, Ste 501 · Cedar Park, TX 78613 · (512) 785-9238 · Financial planningCRD 323916 · % of assets, Fixed fees, Other · $5.8 million AUMState registeredNo commissions reported Ironoak Wealth1405 Arrow Point Drive, Suite 1004 · Cedar Park, TX 78613 · (737) 271-9421 · Financial planningCRD 306403 · % of assets, Hourly charges, Fixed fees · $162.0 million AUMSEC registeredNo commissions reported Momentum Private Wealth Management1900 Cypress Creek Rd., Suite 100 · Cedar Park, TX 78613 · (512) 416-8085 · Financial planningCRD 305502 · % of assets, Hourly charges, Fixed fees · $71.5 million AUMState registeredNo commissions reported Parkhurst Consulting CPA PC1603 Medical Parkway, Bldg 3, Suite 300 · Cedar Park, TX 78613 · (512) 582-7500 · Financial planningCRD 149240 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reported San Gabriel Capital1320 Arrow Point Dr., Suite 501, Ofc Tw23 · Cedar Park, TX 78613 · (512) 520-2826 · Financial planningCRD 170486 · % of assets, Hourly charges · $22.6 million AUMState registeredNo commissions reported True Financial Group1464 E Whitestone Blvd, Suite 1601 · Cedar Park, TX 78613 · (512) 649-2383 · Financial planningCRD 285850 · % of assets, Fixed fees · $409.0 million AUMSEC registeredNo commissions reported

All 9 in Cedar Park →