Larson Financial Group, LLC

SEC-regulated
Registered investment advisor
Larson Financial Group, LLC, based in St. Louis, Missouri, is a registered investment adviser offering portfolio management services through various wrap-fee programs. Established in June 2010, the firm is wholly owned by Larson Financial Holdings, LLC. The firm provides services through programs such as the Allocation Program, Core and Explore Program, Acorn Program, Dividend Growth Stock Program, and more. Minimum account sizes range from $3,000 to $250,000 depending on the program. Larson Financial Group acts as the sponsor and investment adviser for these programs, providing asset management and brokerage services for an all-inclusive fee. Clients have the option of discretionary or non-discretionary portfolio management services. The firm's investment strategies include asset allocation, diversification, and protection of principal, with a focus on long-term growth and risk mitigation. Larson Financial Group does not accept performance-based fees, and clients have access to a range of investment options, including mutual funds, ETFs, and individual securities. The firm's code of ethics emphasizes professional conduct and client protection, and clients receive regular reports on portfolio performance and holdings. Larson Financial Group does not receive compensation for client referrals and maintains transparency regarding potential conflicts of interest.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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