Christina
Larson

Larson Financial Planning, Inc

CRD#2267798
Investment Advisor
in Winchester, MA

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About this Advisor

Christina Larson is a financial advisor based in Winchester, Massachusetts, working with Larson Financial Planning, Inc. Christina has previously held a position at Larson Financial Planning, Inc. Christina has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Christina is part of Larson Financial Planning, Inc, which operates out of Winchester, Massachusetts. The firm has one employee and manages assets totaling $135.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Larson Financial Planning, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Winchester, MA

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Larson Financial Planning, Inc Brokerage Details

Total Assets Under Management

$135,464,786

Total Number of Employees

1

Total Number of Accounts

125

Average Account Size

$1,083,718

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christina Larson Work History

2010 - Present (14 years)

Larson Financial Planning, Inc

Disclosures

Please visit the SEC profile of Christina Larson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Larson Financial Planning, Inc

Christina Larson
Winchester, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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